Michele
Farfan
Pensionmark Financial Group, LLC
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About this Advisor
Michele Farfan is a financial advisor based in Tempe, Arizona, working with Pensionmark Financial Group, LLC. Michele has previously held positions at The Vanguard Group, Inc, Edward Jones, Mutual Of America Life Insurance Company, Mutual Of America Securities LLC, Principal Life Insurance, Principal Securities Inc, Principal Advised Services, Pensionmark Securities, LLC, and Pensionmark Financial Group. Michele has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona and Texas. Currently, Michele is part of Pensionmark Financial Group, LLC, which operates out of Tempe, Arizona. The firm has 59 offices and 324 employees. The firm manages assets totaling $37.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pensionmark Financial Group, LLC includes asset-based, hourly, and fixed fees.
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Pensionmark Financial Group, LLC Brokerage Details
$37,759,764,327
324
11,973
$3,153,743
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michele Farfan Work History
Pensionmark Securities, LLC
Pensionmark Financial Group
Principal Advised Services
Principal Life Insurance
Principal Securities Inc
Mutual Of America Life Insurance Company
Mutual Of America Securities LLC
Edward Jones
The Vanguard Group, Inc
Disclosures
Please visit the SEC profile of Michele Farfan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pensionmark Financial Group, LLC
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Madison, WI
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San Antonio, TX
Laguna Niguel, CA
Pensacola, FL
Pittsford, NY
San Antonio, TX
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
