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Alan F
Series 65
Lake Oswego, OR
Farther
Alan Ford is a Series 65-licensed financial advisor at Farther with three years of industry experience. His prior roles include positions at Geffen Mesher, Cable Hill Partners, LLC, and Key Private Bank. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing across ETFs, mutual funds, individual equities, and fixed income.
Brie V
Series 65
Lake Oswego, OR
Farther
Brie Valant is a Series 65 licensed financial advisor with three years of industry experience. She is currently with Farther Finance Advisors, LLC and has previously worked at WealthFactor LLC, NewFocus Financial Group, and Cairn Investment Group. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing on ETFs, mutual funds, equities, and fixed income.
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