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Address:

1525 Valley Center Parkway, Suite 100
Bethlehem , PA 18017

Phone:

610-606-0530

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 AXA 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

 

 

Degrees/Education:

Master of Business Administration,‘93

St. John’s University, New York

Bachelor of Science, Business Administration,‘87

Millersville University of Pennsylvania

 

 

Civic Memberships/Personal Profile:

Kiwanis International

USNA Parent's Club of the Lehigh Valley

 

Professional Accomplishments:

National Leader’s Conference

Centurion

 

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 AXA 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 AXA Advisors’ affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA 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 AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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 is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 610.606.0553
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