Aaron McFarland is a financial advisor with Moss Adams Wealth Advisors. He is responsible for coordinating all stages of the financial planning process, assessing risk, asset allocation, portfolio rebalancing, investment implementation, and portfolio monitoring customized to the needs of his clients.
Aaron is committed to building strong relationships with high net worth individuals and business owners. He specializes in creating financial plans that help align the personal and business goals of his clients. With expertise across a number of industries, Aaron works prominently within the health care and construction industry.
PROFESSIONAL AFFILIATIONS AND CERTIFICATIONS
- CFP® practitioner; CERTIFIED FINANCIAL PLANNER TM
- AIF®, Accredited Investment Fiduciary
- NASAA, Series 65 licensed
EDUCATION
- Bachelor of Science, Finance, Linfield College