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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
  • Other

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
The Darrow Company, Inc. 2 years, 9 months Oct 2014 - Present
Deloitte Consulting LLP 2 years, 2 months Jul 2012 - Sep 2014
Massachusetts Convention Center Authority 9 months Jun 2011 - Mar 2012
Northeastern University 4 years Sep 2010 - Sep 2014
Element Productions 2 years, 7 months Dec 2007 - Jul 2010
Northeastern University 2 years, 11 months Sep 2004 - Aug 2007

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Kristin Mcfarland

When Should I Start Investing?
Published 2015-09-16 05:19:15
Buying A Home Before Marriage
Published 2015-08-06 09:07:21
Should I Set up a Pet Trust?
Published 2015-08-06 09:03:55
Financial Planning Tips For New College Grads
Published 2015-06-02 09:43:46
What kind of planner are you? (Infographic)
Published 2015-06-24 06:11:42
Homebuying stats you need to know
Published 2015-04-22 05:22:24
Taxes: Guidelines for Handling Bonus Pay
Published 2015-04-08 11:55:36
Buying Your First Home
Published 2015-02-11 14:51:48
Breaking Down Your Credit Score
Published 2015-02-25 05:07:43
Putting Together an Effective Emergency Fund
Published 2015-02-05 09:47:59
Important Tax Changes For 2015
Published 2014-12-11 14:26:06
5 Tax Planning Strategies to Close Out 2014
Published 2014-12-11 14:15:23
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Mar 16, 2015
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Aug. 30, 2016
      • $154.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 118
        number of clients
      • $1.3M
        Estimated Average Account Balance Per Client

    The Darrow Company, Inc.

    Last updated on March 17, 2017
      • $147.7M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 392
        Accounts
      • $376.7K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements