Erin K. Farley
Director
Erin Farley has more than nine years of experience providing investment management and financial advice to high-net-worth individuals and families. Her expertise includes financial planning, portfolio management, client service, and wealth transfer techniques. At Azimuth, she advises clients on their personal investment and financial matters and serves on the firm’s Investment Committee. Her investment experience includes advising individuals on equities, fixed income, and alternative investments.
Previously, Erin was a manager at Plante Moran Financial Advisors, providing investment advice to a number of high-net-worth individuals and families with assets in excess of $500 million. In this role, she developed and implemented comprehensive financial plans as well as asset and investment strategy allocations tailored to clients’ individual needs.
Erin received a Bachelor of Business Administration with distinction from the Ross School of Business at the University of Michigan with a concentration in Finance and a minor in Economics.
Erin has earned the right to use the CFP® certification mark awarded by The Certified Financial Planner Board of Standards, Inc. (the Board), a global non-profit corporation. To earn the use of the CFP® certification mark, she completed the required coursework, passed the comprehensive CFP® Certification Examination, completed three years of qualified full-time financial planning related experience, agreed to be bound by the Board’s standards of professional conduct, and must complete 30 hours of continuing education every two years. CFP Board owns the marks CFP® (with plaque design) in the U.S.
Erin is also a Certified Private Wealth Advisor® (CPWA®) professional. Investments & Wealth Institute® (the Institute) is the owner of the certification marks CPWA®, and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the professional has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Previously, Erin was a manager at Plante Moran Financial Advisors, providing investment advice to a number of high-net-worth individuals and families with assets in excess of $500 million. In this role, she developed and implemented comprehensive financial plans as well as asset and investment strategy allocations tailored to clients’ individual needs.
Erin received a Bachelor of Business Administration with distinction from the Ross School of Business at the University of Michigan with a concentration in Finance and a minor in Economics.
Erin has earned the right to use the CFP® certification mark awarded by The Certified Financial Planner Board of Standards, Inc. (the Board), a global non-profit corporation. To earn the use of the CFP® certification mark, she completed the required coursework, passed the comprehensive CFP® Certification Examination, completed three years of qualified full-time financial planning related experience, agreed to be bound by the Board’s standards of professional conduct, and must complete 30 hours of continuing education every two years. CFP Board owns the marks CFP® (with plaque design) in the U.S.
Erin is also a Certified Private Wealth Advisor® (CPWA®) professional. Investments & Wealth Institute® (the Institute) is the owner of the certification marks CPWA®, and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the professional has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Education
BBA, with distinction
Concentration, Finance
Minor, Economics
Ross School of Business
University of Michigan
Credentials
CERTIFIED FINANCIAL PLANNER® professional
Certified Private Wealth Advisor®