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Anne McFarland (CFP®)

Anne McFarland focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Additional Information

Anne sees her role as being a partner to her clients as they navigate life changes. Whether it’s buying a home, or experiencing divorce or widowhood Anne supports clients in adjusting their goals and plans as life happens. She started in the financial planning in 2013 as an Associate Planner and earned the CERTIFIED FINANCIAL PLANNER™ designation three years later. Before becoming a financial planner, Anne was a professional librarian at museum and academic libraries.

She is a member of the Women for Women Giving Circle, a grant making organization here in Asheville. Anne serves on the grants committee. She has also served on the Student Membership Committee of the Alliance of Comprehensive Planners to support the next generation of financial planners.

Anne has a B.A. in Religion from Gettysburg College and a Masters in Library Science from the University of North Carolina at Chapel Hill. Anne lives in Weaverville with her dog. She enjoys reading (go figure!), hiking, Pilates, and kayaking.

NAPFA Start Date

July 07, 2017

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

P.O. Box 2036 Weaverville, NC 28787 Phone: (828) 222-3588
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