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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

Gregory Farrell, CFP®

Senior Vice President

Gregory Farrell, CFP®

Senior Vice President

Location: North Hills
Phone: (724) 940-0990 x 1680

Mr. and Mrs. Farrell lead a unique group within the Hefren-Tillotson family. Greg Farrell is a CFP® practitioner and a Senior Vice President; Christy Farrell is an Accredited Investment Fiduciary® designee and a Senior Vice President with the firm. Both of the Farrells are licensed for a variety of insurance needs as well, including Long-Term Care insurance.

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Working together with Financial Advisor Randee Baer, Senior Registered Financial Assistant Travis Barker and Financial Assistant Jennifer Stipetich, they offer their clients an extra-personal relationship that an individual might be hard-pressed to find elsewhere. In a field cluttered with statistics and confusion, they focus on identifying their clients' personal concerns and develop a clear, written framework used in guiding current and future financial decisions.

 

Greg Farrell earned a Bachelor of Science degree in Business Economics from the Behrend College of Pennsylvania State University. A graduate of Grove City College, Christy Farrell holds a Bachelor of Arts degree in Business Administration with a minor in Communications.

In addition to his advisory role, Greg has authored articles for several local newspapers. Christy has presented numerous financial seminars while previously working for Federated Investors. Both Farrells have been featured speakers on the popular financial radio call-in show, "Your Money & You" with Jim Meredith heard Sunday mornings on KDKA-AM/1020.

Both Greg & Christy have served in numerous volunteer positions for a favorite charity, the Pittsburgh Vintage Grand Prix. In addition, Christy serves as Treasurer for Central Elementary’s PTO Board and has served on the Investment Committee for the YWCAs endowment. The Farrells are also active in Fox Chapel Presbyterian Church where Christy has served as both a Deacon and an Elder and Greg served as an Elder.

The Farrells reside near Hartwood Acres in the North Hills of Pittsburgh with their three boys and two Siberian huskies. Greg and Christy are both avid auto enthusiasts and enjoy traveling with their children.

Greg is a multi-year FIVE Star Wealth Manager Award winner presented by Five Star Professional.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Click the background of this investment professional on FINRA's BrokerCheck.
Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills.