Robert McFarland, CFP®

Robert McFarland, CFP®

Senior Partner

Retirement Planning Specialist


Rob’ background includes more than 25 years of financial management and services experience. He conducts his financial planning practice by using a balanced approach to investing and helping to manage risk with a focus on customer goals and minimizing taxes. He concentrates on helping individuals and families reach their goals in the areas of Retirement, Education, Wealth Accumulation, and Estate Planning strategies. He helps them protect their assets through carefully designed strategies to provide for adequate Life, Disability, Long Term Care, and Health Insurance.


Rob recognizes the needs of business owners and helps them with Pension and Retirement Savings Programs (i.e. SEP’s, Simple IRA’s, and 401(k)’s), Succession Planning and Key Person Insurance, Non-qualified Deferred Compensation Plans, and Personal Financial Strategies(so the business owner can focus on his/her business operation).

Rob and his wife Jean reside in Nazareth, PA and enjoy spending time with their family, travelling, and outdoor recreational activities.


Professional Designations/Registrations/Licenses:

Rob has earned the designation of CFP ® CERTIFIED FINANCIAL PLANNER professional.

Rob has been awarded the title of Retirement Planning Specialist by Equitable Advisors based on the successful receipt of a Certificate in Retirement Planning from The Wharton School, University of Pennsylvania.


FINRA Registrations: Series 7, 66

Life & Health Insurance License in NJ and PA




Master of Business Administration,‘93 from St. John’s University, New York

Bachelor of Science, Business Administration,‘87 from Millersville University of Pennsylvania



Civic Memberships/Personal Profile:

Kiwanis International

USNA Parent's Club of the Lehigh Valley


Professional Accomplishments:

National Leader’s Conference



CFP® and CERTIFIED FINANCIAL PLANNER TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable Complaints about an Equitable Advisors FP should be directed to

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

The Rockland Group Wealth Management, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 610.606.0553