Home> René R. Farrington, AIF®, CFP®
René R. Farrington, AIF®, CFP®
René R. Farrington
, a CERTITIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary® received his
Bachelor's Degree in Finance from the State University of New York at Brockport in 2002.
Immediately following college, René
family's 60 year passion for entrepreneurship in the Securities and Insurance Industry and began cultivating a practice as a financial planner with a prominent financial group in the capital district until 2012.
During 2012, René
further advanced his
practice with an award winning* and industry renowned Independent Broker Dealer with five business partners.
specializes in working with pre-retirees and retires on portfolio management, retirement planning, estate planning, and insurance needs.
In addition René
has extensive knowledge and is dedicated to educating and guiding plan sponsors in the corporate retirement plan marketplace.
is committed to acting solely in the interests of clients when delivering a customized personal solutions plan.
When developing strategies, René
integrates investment planning, retirement income and distribution planning, family risk management, wealth planning, and tax reduction planning strategies to provide a comprehensive analysis.
Since starting his
career in 2002, René
has received several National Leader awards, and is recognized by the Million Dollar Round Table (MDRT)*.
is continually advancing his
professional development and has successfully earned licenses for Series 7, Series 66, Series 24, Life and Health and the Certified Financial Planner™ certification.
most recent achievement was earning the Accredited Investment Fiduciary® designation from the Center for Fiduciary studies in 2014.
The AIF® Designation certifies René
has specialized knowledge of fiduciary standards of care and their application to the investment management process.
On a personal note, René
resides in Saratoga Springs and is an avid adventurer, enjoying skiing (both water & snow), cycling, hiking, and traveling.