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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

Catherine E. Farley

CPA (inactive)
Chief Financial Officer, Oxford Financial Group, Ltd.

Catherine Farley is chief financial officer for Oxford Financial Group, Ltd. She is a member of the Senior Management Committee and Value Council Committee and is responsible for the finances of Oxford.

 

Prior to joining Oxford, Catherine served as executive vice president and chief operating officer at OBS Financial Services in Perrysburg, Ohio. In that role, she was responsible for leading strategic initiatives, compliance, finance, human resources, information technology, client service and operations.

 

Catherine graduated from the University of Michigan Ross School of Business with a Bachelor of Business Administration, emphasis in Accounting. She went on to complete the Securities Industry Institute (SII) Wharton/SIFMA three-year leadership program. She was a former Allied Member of the New York Stock Exchange, has a Series 65 license and holds a CPA certification (inactive).

CATHERINE'S INSIGHTS

 

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

American Funds Distributors, Inc., member FINRA.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.

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