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How does the advisor help clients – Key Takeaways:
Woodley Farra is a highly experienced and knowledgeable financial expert with a passion for helping clients reach their financial goals. With a strong background in finance and a commitment to providing personalized, tailored advice, Farra is dedicated to helping clients build and grow their wealth.
Facts and Insights
Woodley Farra has been in the financial services industry for over 20 years. During this time, he has worked with a diverse range of clients, including individuals, families, and businesses. As a certified financial planner, Farra has a deep understanding of financial markets, investment strategies, and risk management, making him a valuable asset to his clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $150 million |
|---|---|
| Number of Advisors | 3 |
| Time in Business | 20 years |
Financial Services Offered
Farra offers a wide range of financial services to his clients, including financial planning, investment management, retirement planning, and estate planning. He takes a holistic approach to financial planning, considering all aspects of his clients’ financial lives in order to develop a comprehensive and effective strategy.
Client Types
Woodley Farra works with a diverse group of clients, including:
- Individuals and families
- Small business owners
- Corporate executives
- Retirees
Fees & Compensation
Farra operates on a fee-only basis, meaning he does not earn commissions from the sale of financial products. This ensures that his advice is always unbiased and in the best interest of his clients. He also offers a transparent fee structure, making it easy for clients to understand and manage their financial costs.
Background
Woodley Farra has a Bachelor’s degree in Finance from a top university and holds several prestigious financial certifications, including the Certified Financial Planner (CFP) designation. He has worked for top financial institutions and has a wealth of experience in wealth management and financial planning.
Financial Advisor Disclosures to Know
Farra takes great pride in maintaining a clean record as a financial advisor. He has no disciplinary actions or compliance issues on his record and is committed to upholding the highest ethical and professional standards.
Overall, Woodley Farra is dedicated to helping his clients achieve financial success and security through personalized and expert financial advice. With strong experience, a diverse range of services, and a commitment to transparency, Farra is a trusted financial partner for individuals and businesses alike.