At The Farber Group, we offer a comprehensive range of financial services, including:
- Financial Planning (retirement, budgeting, debt management, etc.)
- Investment Consulting (portfolio management and strategy)
- Business Financial Solutions (tax planning, succession planning, cash flow management)
- Estate and Tax Planning (wealth protection and transfer)
Our goal is to provide tailored strategies to help both individuals and businesses achieve financial success.
We take a personalized approach to every client. We start by getting to know you—your financial goals, challenges, and priorities—through detailed conversations and assessments. Based on this understanding, we create customized strategies that align with your unique needs, whether it’s for personal wealth management or business financial growth. We continuously monitor and adjust plans as your circumstances evolve.
No, you don’t need a large portfolio to work with us. Our services are designed to help clients at all stages of their financial journey, regardless of the size of their portfolio. Whether you’re just starting to save, planning for retirement, or managing a business, we offer tailored solutions to fit your financial situation.
We believe in transparent, ongoing communication. Depending on your needs, you will have regular check-ins with your consultant, whether it’s quarterly, annually, or as your situation changes. We also provide proactive updates if there are significant changes in the market or your plan, ensuring you’re always informed and confident in your financial decisions.
Our pricing structure is transparent and flexible. We offer a range of service models, including hourly rates, flat fees, and asset-based fees, depending on the services you require and the complexity of your needs. During your initial consultation, we’ll discuss the best option for you, ensuring there are no surprises when it comes to fees. Our goal is to provide value that far exceeds the cost of our services.
Cards
25+
Years of Combined Experience
The Farber Group’s team brings more than 25 years of expertise in financial consulting, helping individuals and businesses navigate complex financial landscapes.
$500M+
Assets Under Management
We manage over $500 million in client assets, demonstrating our capability to help clients grow and protect their wealth effectively.
98%
Client Retention Rate
Our commitment to providing exceptional service has resulted in a 98% client retention rate, reflecting the trust and satisfaction of those we serve.
200+
Clients Served
With a client base of over 200 individuals and businesses, The Farber Group has built a reputation for personalized, results-driven financial consulting services that focus on long-term success.
85%
Client Referall Rate
85% of our clients come to us through referrals, a testament to the trust and satisfaction we consistently deliver in our financial consulting services.
120+
Client Consultations Held Annually
We conduct over 120 consultations each year, providing personalized financial advice to clients across diverse industries and backgrounds.

10+
Strategic Partnerships with Leading Financial Institutions
The Farber Group has established strong partnerships with more than 10 top-tier financial institutions, enabling us to offer clients access to the best tools, resources, and investment opportunities.
$100M+
Tax Savings for Clients
Through strategic tax planning and personalized financial solutions, the Farber Group has helped clients save over $100 million in taxes, maximizing their wealth and ensuring long-term financial security.
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Alexandra Vega
Alexandra Vega is a seasoned financial consultant with over 12 years of experience in wealth management, financial planning, and investment strategy. Known for her in-depth knowledge of both individual and business finances, Alexandra specializes in developing tailored solutions that help clients achieve their financial goals while navigating the complexities of today’s market.
Throughout her career, Alexandra has worked with a wide range of clients—from high-net-worth individuals to small business owners—helping them optimize their portfolios, plan for retirement, and minimize tax liabilities. She prides herself on her personalized approach, taking the time to understand each client’s unique needs and aspirations to craft strategies that are both effective and sustainable.
Prior to joining The Farber Group, Alexandra held senior roles at top financial advisory firms, where she honed her expertise in investment consulting and estate planning. Her strategic insights, coupled with her commitment to ongoing education, allow her to stay ahead of industry trends and offer cutting-edge solutions to clients.
Outside of her professional life, Alexandra is passionate about financial literacy and regularly participates in community outreach programs to help individuals understand the importance of long-term financial planning. She holds a Certified Financial Planner (CFP) designation and a degree in Finance from the University of California, Berkeley.
When she’s not advising clients, Alexandra enjoys hiking, exploring new cuisines, and spending time with her family. Her mission is to make complex financial concepts accessible, ensuring that each of her clients feels confident and informed in their financial decisions.
Emily Torres
Emily Torres is a dedicated financial consultant with a passion for helping clients achieve financial stability and long-term success. With over 8 years of experience in personal finance, investment management, and retirement planning, Emily specializes in creating personalized financial strategies for individuals and families looking to build wealth, reduce debt, and secure their financial futures.
Emily’s approach is rooted in understanding the unique goals and challenges of each client. By taking the time to assess their financial situation, she develops tailored plans that align with their values and aspirations. Whether helping a young professional plan for retirement or guiding a couple through tax-efficient investment strategies, Emily is committed to delivering clear, actionable advice and fostering long-term financial security.
Before joining The Farber Group, Emily worked at leading wealth management firms where she gained expertise in asset allocation, tax strategies, and portfolio diversification. She has a deep understanding of both the technical and emotional aspects of personal finance, and her client-first approach has earned her a reputation for trustworthiness and reliability.
Emily holds a degree in Finance from the University of Texas and is a Certified Financial Planner (CFP®). She is an active member of the Financial Planning Association (FPA) and regularly participates in continuing education programs to stay on top of industry trends.
Outside of work, Emily enjoys traveling, reading personal finance books, and volunteering with local nonprofits to help underprivileged communities access financial education. Her mission is to empower clients with the knowledge and tools they need to make informed decisions and build a secure financial future.
James Bennett
James Bennett is a highly experienced financial consultant with over 15 years in the industry, specializing in comprehensive financial planning, investment strategy, and tax optimization. With a deep understanding of both personal and business financial needs, James works closely with clients to develop innovative, customized solutions that maximize wealth while mitigating risks.
Throughout his career, James has built a reputation for his ability to simplify complex financial concepts and create clear, actionable plans. His approach combines meticulous financial analysis with a strong focus on client relationships, ensuring that each strategy aligns with the client’s goals, lifestyle, and risk tolerance. Whether helping individuals plan for retirement or advising businesses on growth strategies, James is dedicated to providing insightful guidance that leads to long-term financial success.
Before joining The Farber Group, James held senior roles at several prestigious financial firms, where he worked with high-net-worth individuals and small to mid-sized businesses to optimize their financial strategies. His expertise spans retirement planning, estate planning, tax reduction strategies, and investment management. James is particularly skilled at helping clients minimize taxes through tax-efficient investing and strategic asset allocation.
James holds a Master’s degree in Finance from New York University’s Stern School of Business and is a Chartered Financial Analyst (CFA®). He is an active member of the CFA Institute and regularly participates in industry seminars to stay updated on market trends and regulatory changes.
Outside of his professional life, James enjoys playing tennis, hiking, and volunteering at financial literacy workshops for underserved communities. He is passionate about helping clients feel empowered and confident in their financial decisions, and his mission is to provide clarity, strategy, and peace of mind for every client he serves.
Nathan Carter
Nathan Carter is a results-driven financial consultant with over 10 years of experience in wealth management, financial planning, and business advisory services. Known for his strategic thinking and client-centric approach, Nathan works with individuals, families, and business owners to create tailored financial solutions that align with their unique goals and long-term objectives.
Throughout his career, Nathan has helped clients navigate a wide range of financial challenges, from retirement planning and investment management to tax strategies and business succession planning. His ability to simplify complex financial concepts and provide actionable advice has earned him a reputation for building lasting relationships based on trust and results.
Before joining The Farber Group, Nathan held key positions at top wealth management firms where he specialized in developing customized financial strategies for high-net-worth individuals and small businesses. His expertise includes portfolio diversification, risk management, estate planning, and cash flow optimization, with a focus on helping clients preserve and grow their wealth over time.
Nathan holds a Bachelor’s degree in Finance from the University of Michigan and is a Certified Financial Planner (CFP®). He is a member of the Financial Planning Association (FPA) and is dedicated to continuing his professional development through ongoing education and industry certifications.
Outside of his work as a financial consultant, Nathan enjoys traveling, playing golf, and mentoring young professionals who are starting their careers in finance. He is passionate about financial education and works to empower his clients with the knowledge and tools they need to make informed decisions and achieve financial peace of mind.
Rebecca Lin
Rebecca Lin is a seasoned financial consultant with over 10 years of experience in wealth management, investment strategy, and retirement planning. Known for her meticulous attention to detail and a client-first approach, Rebecca works with individuals, families, and business owners to create actionable, customized financial strategies designed to achieve long-term success and financial security.
Rebecca’s expertise spans a variety of areas, including portfolio management, tax optimization, and risk management. She is particularly skilled in helping clients develop comprehensive plans that balance growth with security, ensuring that their financial resources work toward both short-term needs and long-term goals. Her holistic approach ensures that every client, regardless of their financial situation, has a clear path forward.
Before joining The Farber Group, Rebecca worked at leading financial advisory firms, where she gained extensive experience working with high-net-worth individuals and small-to-mid-sized businesses. Her deep understanding of market trends, combined with her ability to communicate complex financial concepts in a straightforward manner, has earned her a reputation for being both a trusted advisor and a dedicated advocate for her clients.
Rebecca holds a Master’s degree in Finance from the University of Chicago Booth School of Business and is a Chartered Financial Analyst (CFA®). She is an active member of the CFA Institute and the Financial Planning Association (FPA), and she continuously enhances her expertise through industry certifications and professional development.
Outside of her professional role, Rebecca is passionate about mentoring young women in finance and promoting diversity within the financial industry. She regularly speaks at career development events and volunteers with organizations focused on financial literacy. In her spare time, Rebecca enjoys traveling, practicing yoga, and exploring new culinary experiences with friends and family. Her mission is to empower clients with the knowledge and strategies they need to confidently navigate their financial future.
Sarah Martinez
Sarah Martinez is a highly skilled financial consultant with over 8 years of experience helping individuals and families create personalized financial plans that align with their goals and values. With a passion for financial education and a focus on building long-term relationships, Sarah specializes in retirement planning, investment management, and wealth preservation.
Known for her thoughtful and empathetic approach, Sarah works closely with clients to understand their unique needs, concerns, and aspirations. She believes that financial planning is not just about numbers, but about building confidence and providing clients with the tools to make informed decisions about their financial futures. Whether it’s helping a young family save for their children’s education or assisting a couple in preparing for a secure retirement, Sarah is dedicated to providing customized solutions that give clients peace of mind.
Before joining The Farber Group, Sarah worked at a leading financial advisory firm where she gained experience in a variety of financial areas, including tax-efficient investing, estate planning, and risk management. Her ability to simplify complex financial topics and deliver clear, actionable advice has made her a trusted advisor to clients across a broad spectrum of financial situations.
Sarah holds a Bachelor’s degree in Finance from the University of Southern California (USC) and is a Certified Financial Planner (CFP®). She is an active member of the Financial Planning Association (FPA) and regularly attends industry conferences and continuing education programs to stay up to date with the latest trends and strategies.
Outside of her work as a financial consultant, Sarah enjoys volunteering with local organizations focused on financial literacy and helping underserved communities. In her personal time, she loves hiking, practicing mindfulness, and spending time with her family. Sarah’s mission is to help clients not only achieve their financial goals but also feel empowered and confident in their financial decisions every step of the way.
Sophia Delgado
Sophia Delgado is a dedicated financial consultant with over 6 years of experience in wealth management, financial planning, and investment strategy. With a focus on creating personalized, actionable financial plans, Sophia works closely with clients to help them achieve financial security, grow their wealth, and plan for their future with confidence.
Sophia’s expertise spans a variety of financial disciplines, including retirement planning, tax-efficient investing, and portfolio management. She is known for her ability to simplify complex financial concepts, making them accessible and understandable for clients at all stages of life. Whether helping a young professional start their investment journey or guiding a couple through retirement planning, Sophia is committed to delivering customized solutions that align with each client’s unique goals and financial circumstances.
Before joining The Farber Group, Sophia held positions at prominent financial advisory firms where she worked with a diverse range of clients, from individuals seeking financial independence to small business owners looking for strategic growth. Her attention to detail and holistic approach ensure that all aspects of her clients’ financial lives are addressed, and she is passionate about providing them with the tools and knowledge to make informed decisions.
Sophia holds a Bachelor’s degree in Business Administration from the University of Miami and is a Certified Financial Planner (CFP®). She is an active member of the Financial Planning Association (FPA) and participates in ongoing professional development to stay at the forefront of industry trends.
Outside of her professional role, Sophia is committed to promoting financial literacy and regularly volunteers with local organizations to help individuals improve their financial well-being. In her spare time, she enjoys traveling, yoga, and exploring new culinary experiences with friends and family. Sophia’s mission is to empower clients to take control of their financial future and build a solid foundation for the life they envision.
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Business Financial Solutions for Long-Term Growth
As a business owner, managing finances is about more than just balancing the books—it’s about building a sustainable, profitable future. The Farber Group offers strategic financial consulting for businesses of all sizes, helping you with tax optimization, cash flow management, and long-term planning to support your growth goals.

Business Financial Solutions for Long-Term Growth
As a business owner, managing finances is about more than just balancing the books—it’s about building a sustainable, profitable future. The Farber Group offers strategic financial consulting for businesses of all sizes, helping you with tax optimization, cash flow management, and long-term planning to support your growth goals.