Client Advisory

Biography

Farah is a Senior Associate in the Boston office, supporting lead advisors in delivering thoughtful, well-coordinated wealth management services. She assists with client meeting preparation, maintains financial planning and portfolio information, and helps support a smooth, well-coordinated client experience.

Farah works closely with CPAs and estate planning attorneys to help advisors address clients’ tax and estate planning needs and plays an integral role in keeping client information accurate and up to date.

She began her career in wealth management as an intern with Daintree Advisors, the firm’s legacy predecessor prior to merging with Cerity Partners.

Outside of work, Farah enjoys spending time with family and staying active at the gym.

Education

  • B.S. from College of Management UMass Boston; Dual Concentration in Accounting & Finance

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