Clifford A. “Trip” Farren III, CRPC™

Clifford A. “Trip” Farren III is a Senior Wealth Management Advisor who focuses on assisting clients with concentrated stock positions and equity compensation strategies, corporate retirement and benefit plans, retirement planning and custom financial strategies supporting corporate executives and their families. Trip focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping ensure every strategy is grounded in an understanding of what is most important to the families he serves.

Trip grew up in St. Davids, Pennsylvania, and received a B.A. degree from St. Lawrence University in Canton, NY, where he double majored in Economics and History. He also holds his Chartered Retirement Planning Counselor® designation.