Thomas McFarland III CFP and Caroline E. Coderre CFP named Five Star Professional Wealth Managers

 
April 17, 2013 - PRLog -- Financial Planning Association™ of Massachusetts (FPA MA) members Thomas J. McFarland, II, CPF® and Caroline E. Coderre, CFP®,   CDFA™ have been named 2013 recipients of the Boston Five Star Professional Wealth Manager Award.

McFarland is a Certified Financial Planner™ practitioner receiving his designation from The College for Financial Planning in 1981 and earning a Bachelor of Science degree from Rider University. He is a NAPFA Registered Financial Advisor and Founder of the Darrow Company, Inc., and SEC registered investment advisor with offices in Los Angeles, CA, Boston, MA and Concord, MA. McFarland has managed the financial assets of high net worth clients for over 25 years. He has served as Chair of the FPA of MA and President and Chair of local chapters of the FPA’s predecessor organizations, the Institute of Certified Financial Planners and the International Association for Financial Planning.

Coderre is a Certified Financial Planner™ practitioner and Certified Divorce Financial Analyst™ with the Darrow Company, Inc. A native of England, she holds BA Honours and Master of Philosophy degrees from University College London, and also studied at the Universities of Odense and Aarhus in Denmark and at the University of Iceland. Coderre has been in the financial planning and investment management field since 2000.

“We congratulate Tom and Caroline on this outstanding industry recognition,” said Peter Jaworski, CFP, President of the FPA of MA. “Tom and Caroline are committed to our organizations mission in promoting financial literacy, education and the very highest standards for our industry.”

About the Financial Planning Association™ of Massachusetts


Since the year 2000, the FPA™ MA has sought to foster the value of financial planning and advance the financial planning profession in the Bay State. Our 900 members are dedicated to the financial planning process, which entails establishing personal and financial goals and creating a way to reach them. FPA™MA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP® certificant.
Many FPA™ MA members engage in philanthropic pro bono work in their communities. They also recommend legislation, elevate public awareness, promote financial literacy, and advocate for sound economic and tax policies. We welcome all those who advance the financial planning process and promote the CFP® mark as the cornerstone of the financial planning profession. For more information please call 855-54-FPAMA (37262) or visit www.fpama.org.
End
Source: » Follow
Email:***@prfirst.com Email Verified
Tags:Wealth Management, Financial Planning, Retirement
Industry:Financial
Location:United States
Account Email Address Verified     Account Phone Number Verified     Disclaimer     Report Abuse
PR First PRs
Trending News
Most Viewed
Top Daily News



Like PRLog?
9K2K1K
Click to Share