John Farris, CFS®

John C. Farris is a Partner at MPACT Financial Group and a Retirement Planning Specialist. John has more than twenty years in both public and private business serving in a variety of management and leadership capacities. John completed the Advanced Asset Allocation and Practice Management program from the AXA Institute where he studied “Modern Portfolio Theory”, including the latest and most effective techniques for investing. He has also completed the Retirement Planning Program at the Wharton School of Business at the University of Pennsylvania and earned the Retirement Planning Specialist designation. At MPACT Financial Group, he has six partners with broad business and finance backgrounds who frequently assist with case design and investment strategies. This gives the client a coordinated team of professionals assisting them with their financial needs. John is committed to educating clients to make well-informed decisions and to finding meaningful financial solutions with a broad range of investment and financial solutions to enhance and preserve assets. John works with individuals, business owners and key executives to develop planning strategies in the following areas: Retirement Plans, Asset Accumulation and Management, Estate Conservation, Risk Minimization Including Life, Health, Disability and Long Term Care; Business Succession Strategies. John, his wife and three children have been residents of University Park since 1989