Paige Farrell (CFP®, CTEC, MA)

Paige Farrell focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Check out my website, endeavorplanning.com, to learn more.  For my information on my background, take a look at my LinkedIn profile or to get free financial tips, view my information blog.

Here's what I'm probably doing when not creating Excel spreadsheets or investment portfolio standard deviations:

  • I love, love, love to travel. When we were first married, my husband and I traveled around the world for 13 months on a shoestring budget to Africa, South America, India, and Southeast Asia. Ask me where I'm going next!
  • Something many of my friends don't even know about me: I admit it. I was a synchronized swimmer for 8 years. Let the jokes begin…
  • Favorite book that I love to give to friends and clients: Your Money and Your Brain by Jason Zweig.
  • Being involved!  Social Chair of the Sacramento chaper of 100 Women Who Care, teaching college funding seminars at local high schools, and running along the American River Parkway.

Additional Information

 

NAPFA Start Date

May 25, 2016

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This Office

502 Mace Blvd Ste 5 Davis, CA 95618-4338

Other Offices

701 University Ave Ste 100 Sacramento, CA 95825-6540