Jeff Farrar, Cfp®, Cima®, Aif® Email and Phone Number
Jeff Farrar, Cfp®, Cima®, Aif® work email
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Jeff Farrar, Cfp®, Cima®, Aif® personal email
Jeff Farrar, Cfp®, Cima®, Aif® phone numbers
I used to literally save people’s lives on the ocean! Now i focus on their financial lives. We help clients fulfill their financial goals and enjoy life. We provide clients confidence today they will have a secure future tomorrow. People are busy, markets are confusing, conflicts are everywhere, and challenges abound. Clients appreciate a firm with a well thought out process to cut through the noise and focus on what is truly important to them. We started Procyon to do just that. Procyon is an independent, accountable, trustworthy, fiduciary. * Financial Planning* Investment ManagementI have over two decades of experience guiding individual and institutional clients’ wealth through multiple market cycles. Prior to co-founding Procyon Partners, I worked for a decade at Merrill Lynch and almost as long at UBS so I fully understand their business models. A decorated veteran, I earned my B.S. degree at the U. S. Coast Guard Academy and an M.B.A. from the Anderson Graduate School of Management at UCLA. I love learning and hold the Certified Financial Planner™ (CFP®), Certified Investment Management Analyst (CIMA®), and the Accredited Investment Fiduciary (AIF®) designations. I currently teach financial planning to University Students. I have served on the Board of Directors of the CFP Board in Washington focused on US based CFPs, as well as the Financial Planning Standards Board focused on the global CFP profession. I was also past President of the Financial Planning Association’s Fairfield County Chapter. If you think I might help you I’d love to chat. Please reach out at jfarrar@procyonpartners.net and we can schedule a convenient time.Procyon Partners, LLC ("Procyon Partners") is a registered investment advisor. Procyon Partners provides investment advisory and related services for clients nationally. Procyon Partners will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at http://www.procyonpartners.net
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ProcyonLenoir City, Tn, Us
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Adjunct ProfessorFairfield University Jan 2022 - PresentFairfield, Ct, UsI enjoy teaching undergrads about personal financial planning. Arming them to succeed in life! -
Executive Managing DirectorProcyon Partners Jun 2017 - PresentShelton, Ct, UsProcyon Partners is an independent, employee-owned financial advisory firm founded with a dual focus on: • Assisting individuals, families, and business owners to effectively fulfill their dreams through sensible financial planning, investment, and risk management. • Helping institutions prudently manage the retirement plans, endowments, foundations, and senior living portfolios under their stewardship.As fiduciary investment advisors, we enhance the value we deliver to our clients by leveraging our independence to deliver effective, best-inbreed solutions to help address your financial goals and challenges.Whether we are working with private individuals, institutional trustees or retirement plan participants, our team is devoted to helping clients simplify the financial complexity of their lives. -
Financial Advisor - The Fdg GroupUbs Financial Services Apr 2009 - Jun 2017Zurich, ChThe FDG Group provided an ever-expanding array of institutions and high-net worth investors with access to the knowledge, experience, insight, and support they required to make confident decisions. -
CommanderU.S. Coast Guard May 1989 - May 2009Washington, Dc, UsI was proud to serve for twenty years as a commissioned officer in the USCG- first on active duty for about 9 years and the remainder in the USCG Reserves. While on active duty I served on a cutter operating out of FL and the Caribbean on law enforcement patrols. Next I was privileged to serve as the Commanding Officer of two coastal patrol boats out of CA...the Point Evans and Point Hobart. After graduate school I ran the CG's finances, purchasing, and accounting for the 11th district (CA,AZ,NV). (The patrol boat was way more fun). Importantly my time in the service laid the groundwork for leadership, integrity, and hard work that would serve me well in my second career in personal finance. -
Wealth Management AdvisorMerrill Lynch Jul 1999 - Apr 2009New York, Ny, UsFor almost a decade I worked at Merrill Lynch as a private client advisor where I learned the importance of putting clients first, helping clients craft a financial plan and continuing to learn. For the last couple of years I was also entrusted leading 30 other financial advisors in my office. This was a great opportunity to help them work with hundreds of clients solving a myriad of challenges. -
Middle Office ManagerUbs Jul 1998 - Jun 1999Zurich, ChAfter leaving the USCG I worked on the UBS Equity Trading floor for a year which was a great transition where I learned first hand the importance and demands of trading before deciding I needed more of a long term connection with clients.
Jeff Farrar, Cfp®, Cima®, Aif® Skills
Jeff Farrar, Cfp®, Cima®, Aif® Education Details
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Ucla Anderson School Of ManagementMba -
Us Coast Guard AcademyEconomics
Frequently Asked Questions about Jeff Farrar, Cfp®, Cima®, Aif®
What company does Jeff Farrar, Cfp®, Cima®, Aif® work for?
Jeff Farrar, Cfp®, Cima®, Aif® works for Procyon
What is Jeff Farrar, Cfp®, Cima®, Aif®'s role at the current company?
Jeff Farrar, Cfp®, Cima®, Aif®'s current role is Executive Managing Director at Procyon Partners.
What is Jeff Farrar, Cfp®, Cima®, Aif®'s email address?
Jeff Farrar, Cfp®, Cima®, Aif®'s email address is je****@****ubs.com
What is Jeff Farrar, Cfp®, Cima®, Aif®'s direct phone number?
Jeff Farrar, Cfp®, Cima®, Aif®'s direct phone number is +120360*****
What schools did Jeff Farrar, Cfp®, Cima®, Aif® attend?
Jeff Farrar, Cfp®, Cima®, Aif® attended Ucla Anderson School Of Management, Us Coast Guard Academy.
What skills is Jeff Farrar, Cfp®, Cima®, Aif® known for?
Jeff Farrar, Cfp®, Cima®, Aif® has skills like Financial Planning, Wealth Management, Portfolio Management, Retirement Planning, Institutional Consulting, Education, 401 Retirement Savings Plans, Endowment Funds, Pension Plans, Client Communications, Certified Financial Planner, Personal Financial Planning.
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