Craig MacFarlane

Craig Macfarlane is an experienced financial professional currently serving as a Broker Relationship Manager at TriNet since June 2023. Previously, Macfarlane held the position of Senior Sales Executive at PlanSource from August 2021 to May 2023 and worked as a Business Consultant at TriNet from September 2016 to July 2021. Earlier in the career, Macfarlane served as a Registered Investment Advisor at Capstone Partners Financial and Insurance Services from January 2014 to September 2016 and as a Private Banker at Wells Fargo from December 2005 to 2013. Macfarlane holds a Bachelor of Science degree in Finance from California Polytechnic State University-San Luis Obispo, earned in 2008.