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
- 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