Photo of Aaron McFarland
Aaron McFarland
Principal
CFP®
aaron.mcfarland@mossadams.com
(206) 302-6710
My Profile

Industry Expertise

Private Clients

Practice Focus

Financial Planning Stock Option Planning

Biography

Aaron has provided financial planning and investment management services since 2005. He works closely with executives, business owners, and families to align their personal finances and investments with priorities around cash flow, wealth transfer, philanthropy, as well as income tax and estate tax considerations.

Aaron’s a member of the firm's Investment Committee, assisting in the development and monitorization of the firm’s investment strategy.

He’s also a CERTIFIED FINANCIAL PLANNER™ practitioner and holds a Series 65 securities license from the North American Securities Administrators Association.

External Publications

  • Protecting Liquid Investments in the Face of Interest Rate Hikes (CFMA Building Profits, July 2016)

Selected Speaking Engagements

  • Is Your Cash Working for You? Understanding the Competitive Advantage of Cash Management & Internal Treasury
    (American Subcontractors Association Webinar, 2016)
  • Is Your Cash Working for You? Understanding the Competitive Advantage of Cash Management & Internal Treasury
    (Viewpoint Users Collaborate Conference, 2015)

Education

  • BS, finance, Linfield College

Insights from Aaron McFarland

Article
How Construction Companies Could Benefit from Treasury Management
Treasury management strategies can help maintain financial stability and increase profitability. Learn more.
Article
Webcast
What to Know About the SEC Proposed Rules on Insider Trading
The SEC proposed rules affecting 10b5-1 trading plans and share repurchase programs. Learn what this means for your company.
Webcast
Webcast
Innovating Your Back Office: Cash Management and KPIs
Join Moss Adams and Prophix for a discussion on cash-boosting strategies and what key performance indicators (KPI)s are essential for data-driven contractors.
Webcast

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.