Jeffrey McClarren (BS, CFP®)

Jeffrey McClarren focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

Mr. McClarren received his B.S. degree from Pennsylvania State University.

Jeff is a Certified Financial Planner™, a NAPFA Registered Financial Advisor, a member of the Financial Planning Association and the National Association of Tax Practitioners.  He is also a founding member of the Alliance of Cambridge Advisors, a nationwide affiliation of personal financial advisors, who specialize in helping middle income clients achieve their financial goals.

Additional Information

Our goal is to form long-term, fiduciary relationships with our clients in order to create, implement and manage holistic financial plans on a continuning, proactive basis.  We integrate investment, tax, retirement, estate, insurance and cash flow planning to help clients organize their finances and create a sound plan for their future.

NAPFA Start Date

December 10, 1999

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This Office

1364 S Atherton St State College, PA 16801-6203 Phone: (814) 235-1940 Fax: 801-720-8381

Other Offices

2001 N Front St Bldg 1 Harrisburg, PA 17102-2118 Phone: 866-760-4036