Michael T. Farrow

FLIGHTPATH FINANCIAL PLANNING

DEL MAR, CA 92014

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CRD#: 6644262

Professional summary

Michael Thomas Farrow, CFP®, who also goes by Mike Farrow, is a registered financial advisor currently at FLIGHTPATH FINANCIAL PLANNING located in Del Mar, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Michael has worked at 2 firms and has passed the Series 65 exam.

Biography

I’m Mike Farrow, and I’m the founder of FlightPath Financial Planning. I started my own firm because I wanted to have more control over implementing ideas and practices that are truly best for my clients. I grew up reading books written by some of the greatest financial minds of all time. From those books I developed an ethos deeply rooted in doing what’s best for the investor. This translates today to doing what’s best for the client. I always put my clients interests first and assist them in setting themselves up for a strong financial future.

Question & Answer

What are your service offerings?

Estate Planning

Tax Planning

Inheritance

Budgeting

Retirement Planning

Insurance Planning

Comprehensive Financial Planni...

Debt Management

Small Business Planning

Employee and Employer Plan Ben...

Socially Responsible Investing

Investment Planning

Do you have an area of expertise or specialization?

Business Owners

Cash Flow/Budgets/Credit Issue...

Fixed Fee (Subscription, Retai...

Millennials

Retirement Plan Investment Adv...

Socially Responsible Investmen...

Are you a "fiduciary"?

Yes

Aliases

Mike Farrow

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Thomas Farrow's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

June 17, 2022 - Present

FLIGHTPATH FINANCIAL PLANNING

Office #1: 445 Marine View Avenue Suite 305, Del Mar, CA 92014

RIA

CRD#: 318701

DEL MAR, CA

Past

November 23, 2017 - July 13, 2022

NEXT GEN FINANCIAL PLANNING

RIA

CRD#: 283233

SAN DIEGO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/17/2022)

IAR

Texas
(7/11/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/24/2017

Uniform Investment Adviser Law Examination

Current Firm

FLIGHTPATH FINANCIAL PLANNING

FLIGHTPATH FINANCIAL PLANNING | FLIGHTPATH FINANCIAL PLANNING LLC

CRD#: 318701 / SEC#:

California

Registered Investment Advisory firm - (6/17/2022 Approved)

Texas

Registered Investment Advisory firm - (7/11/2022 Conditional Restricted)

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Contact information

Main Address

445 Marine View Avenue Suite 305, Del Mar, CA 92014

Mailing Address

Phone number

(858) 386-0917

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	180
AUM (Assets Under Management)	$ 6,695,027

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Michael T. Farrow

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Thomas Farrow's CRS (Customer Relationship Summary).

Certified licenses

Experience

FLIGHTPATH FINANCIAL PLANNING

NEXT GEN FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 10/24/2017

Current Firm

FLIGHTPATH FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FLIGHTPATH FINANCIAL PLANNING

TRUST BUT VERIFY

Contact information

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