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Aaron F

CFP®, ChFC®, Series 63, Series 66

Port St. Joe, FL

Farnsley Wealth Management, LLC

Aaron Farnsley is a CFP® and ChFC® with 32 years of experience in financial advising. He is the owner of Farnsley Wealth Management, LLC, which he founded in 2002, and has previously worked with Triad Advisors, Inc. and Osaic. In addition to his advisory work, he is a licensed insurance agent with a long-term group disability policy placement. Farnsley Wealth Management provides investment consulting and portfolio management to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of risk-tolerance assessments and diverse securities to construct individualized portfolios, primarily managing assets on a non-discretionary basis through the Osaic Wealth Management Platform.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management
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