McClarren Financial Advisors

04/30/2025

We are looking for our next great employee for a newly created position - Finance Administrator. Check out our website to find the job description and how to apply. Come join a great team of individuals and learn financial tools that can help you in your own life!

A comprehensive, fee-only, personal financial planning firm; offices in State College and Harrisburg

05/15/2024

We are hiring! Looking for a Admin Assistant who can work either 8:30am-3:30pm or 8:30am-5pm. More pay with more hours. Check out our job description for more details at https://mcclarren.com/contact/employment-opportunity.

06/03/2022

Another virtual race completed by our team - this time Route 66 and 2,280 miles!

06/03/2022

A little late posting our "tax season is over celebration" by having lunch at Marzoni's and throwing axe's at Slingers in Altoona. Great time and great hosts!!

02/03/2022

We are pleased to announce Josh Purdy has earned the designation of Enrolled Agent (EA) as authorized the by Internal Revenue Service. To earn this designation, he had to complete a three-part IRS Special Enrollment Examination (SEE), successfully pass the background check conducted by the IRS, and Complete 72 hours of professional education every three years, including two hours of ethics.

10/29/2021

Check out this crazy crew's Halloween costumes. Can you tell what each of us are dressed up as?

10/29/2021

We celebrated Greg's 10 year work anniversary a few weeks ago! Can't believe it's been ten years with this guy!! Congrats Greg!!!

10/27/2021

We had a great time at Board and Brush last week!

Yesterday, we had McClarren Financial in the studio for a team building workshop. What a great group! 🎨🔨

03/16/2021

Our office is doing a virtual race together! We are 70% across the Appalachian Trail and ahead of schedule at that rate! Covid has us doing virtual team building activities this year. Looking on the bright side of things, we are getting our daily steps/exercise in the process!

11/05/2020

McClarren Financial Advisors, Inc. is excited to announce that Josh Purdy has earned the designation of Certified Financial Planner™.

This distinguished designation is earned after completing four certification requirements: education, examination, experience and ethics. The education step includes having a bachelor’s degree from a university and then completing six areas of study (financial planning process, risk management, investments, tax planning and management, retirement and employee benefits and estate planning) followed by passing an exam after each course.

The next step, examination, includes a comprehensive exam where the CFP® candidate must sit for a six-hour test that integrates all the above six areas of study.

The fourth step of experience requires the candidate to have 4,000 hours of financial planning practice through an apprenticeship.

Finally, the candidate must agree to meet ongoing continuing education requirements and to update the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

According to the CFP’s website, only 5.2% of all candidates who earn the CFP® designation are under the age of 30. Josh has worked hard to achieve this goal and it is with great pride that we acknowledge him in this significant achievement!

Join us in congratulating Josh Purdy, Certified Financial Planner™!