Jeff Farrar

Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC.

Procyon Partners LLC is an independent registered investment advisor that focuses on retirement plans and private clients. The private company is based in Shelton, CT, and has subsidiaries in the United States. The company helps companies and organizations design, manage, and enhance their retirement plan offerings while educating plan participants on how to effectively prepare for their retirement. Procyon also helps high-net-worth individuals, families, and business owners identify and implement the most effective financial strategies for managing their investments and achieving their financial goals. Procyon manages approximately $5b in client assets and provides unbiased financial advice and tailored investment and risk management solutions to institutions and individuals. Procyon was founded in 2017 by Phil Giuseppe Fiore, Jeff Farrar, Thomas James Gahan, Christopher E. Foster, Lou Gloria, and Phil Giuseppe Fiore has been the CEO since 2017.