Matthew J. Farrell, Cfp®
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Matthew J. Farrell, Cfp® Email & Phone Number

Senior Financial Planner at Facet Wealth
Location: Stonington, Connecticut, United States 5 work roles 2 schools
2 work emails found @tiaa.org LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email m****@tiaa.org
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Senior Financial Planner
Location
Stonington, Connecticut, United States

Who is Matthew J. Farrell, Cfp®? Overview

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Quick answer

Matthew J. Farrell, Cfp® is listed as Senior Financial Planner at Facet Wealth, based in Stonington, Connecticut, United States. AeroLeads shows a work email signal at tiaa.org and a matched LinkedIn profile for Matthew J. Farrell, Cfp®.

Matthew J. Farrell, Cfp® previously worked as Wealth Management Advisor at Tiaa-Cref and Vice President, Premier Relationship Advisor at Hsbc Securities. Matthew J. Farrell, Cfp® holds Bachelor Of Science (B.S.), Marketing from Bentley College.

Company email context

Email format at Facet Wealth

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*@tiaa.org
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AeroLeads found 2 current-domain work email signals for Matthew J. Farrell, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Matthew J. Farrell, Cfp®

Matthew J. Farrell, Cfp® is a Senior Financial Planner at Facet Wealth. He possess expertise in mutual funds, series 7, wealth management, investment advisory.

Listed skills include Mutual Funds, Series 7, Wealth Management, and Investment Advisory.

Current workplace

Matthew J. Farrell, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Facet Wealth
Facet Wealth
Senior Financial Planner
AeroLeads page
5 roles

Matthew J. Farrell, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Financial Planner

Current

Stonington, Connecticut, United States

Facet Wealth is one of the fastest-growing national financial services companies. By providing each client with their own CFP® professional to integrate unbiased financial advice into every facet of their life, at an affordable subscription price, we’re creating financial planning as it should be. Learn more at www.facetwealth.com

May 2021 - Present

Wealth Management Advisor

Boulder, Colorado

Jun 2014 - Nov 2020

Vice President, Premier Relationship Advisor

New York, Ny

Jan 2013 - May 2014

Vice President, Financial Advisor

New York, Ny

Mar 2006 - Dec 2012

Stock Broker

First Republic Group

New York, Ny

Oct 2004 - Jan 2006
2 education records

Matthew J. Farrell, Cfp® education

Bachelor Of Science (B.S.), Marketing

Bentley College
FAQ

Frequently asked questions about Matthew J. Farrell, Cfp®

Quick answers generated from the profile data available on this page.

What company does Matthew J. Farrell, Cfp® work for?

Matthew J. Farrell, Cfp® works for Facet Wealth.

What is Matthew J. Farrell, Cfp®'s role at Facet Wealth?

Matthew J. Farrell, Cfp® is listed as Senior Financial Planner at Facet Wealth.

What is Matthew J. Farrell, Cfp®'s email address?

AeroLeads has found 2 work email signals at @tiaa.org for Matthew J. Farrell, Cfp® at Facet Wealth.

Where is Matthew J. Farrell, Cfp® based?

Matthew J. Farrell, Cfp® is based in Stonington, Connecticut, United States while working with Facet Wealth.

What companies has Matthew J. Farrell, Cfp® worked for?

Matthew J. Farrell, Cfp® has worked for Facet Wealth, Tiaa-Cref, Hsbc Securities, and First Republic Group.

How can I contact Matthew J. Farrell, Cfp®?

You can use AeroLeads to view verified contact signals for Matthew J. Farrell, Cfp® at Facet Wealth, including work email, phone, and LinkedIn data when available.

What schools did Matthew J. Farrell, Cfp® attend?

Matthew J. Farrell, Cfp® holds Bachelor Of Science (B.S.), Marketing from Bentley College.

What skills is Matthew J. Farrell, Cfp® known for?

Matthew J. Farrell, Cfp® is listed with skills including Mutual Funds, Series 7, Wealth Management, and Investment Advisory.

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