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.