Catharine V. Fairley,  CFP<sup>&reg;</sup> - Financial Advisor

Catharine V. Fairley, CFP®

CPA, CDFA

Catharine Fairley Planning Group LLC

3 College Ave, Suite 1
Frederick, MD 21701
FINANCIAL ADVISOR'S WEBSITE
(301) 378-0176

General

Catharine Fairley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Catharine Fairley Planning Group LLC in Frederick, MD and the surrounding communities.

Financial Advisor Overview

Our philosophy is one of financial wellness. We work with our clients as much as they like to help them meet their financial goals and manage risk. Specialty areas include retirement planning and divorce (she is a CDFA also). Catharine is licensed to give investment advice (the firm is registered as an investment advisor firm through the state of Maryland) but does so on an hourly basis only. Catharine also prepares tax returns through Catharine Fairley CPA LLC, to those who are interested, on a fee quote basis. We are currently not accepting new clients.

More

Financial Advisor Experience

I am a CPA and a CFP® and have been practicing tax and financial planning for over 20 years. I am happy to send you a complete resume. You can also visit my website at "http://www.cfairleycpa.com" xhref="http://www.cfairleycpa.com/">http://www.cfairleycpa.com.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - Certified Divorce Financial Analyst (CDFA™)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Getting Divorced, Retirement, Personal Taxes

More

Helpful Financial Planning Resources