Callie Adams Farnsworth, QKA, CAFCA has worked in the retirement and savings industry since 2006. Callie began their career at Newport Group as an Account Services Representative and later a Relationship Manager. In 2015, they joined Ubiquity Retirement + Savings as a Compliance Analyst, eventually becoming the Director of Compliance and Interim Director of Compliance. Callie also served as an Internal Auditor, responsible for leveraging technology with affordable retirement solutions and world-class customer support.
Callie Adams Farnsworth holds a Bachelor's degree in Finance, General from California State University, Fresno, obtained between 2003 and 2006. Callie also holds an Associate of Arts (AA) in General Studies from Reedley College, obtained between 2001 and 2003. In addition, they hold a Certified AML FinTech Compliance Associate (CAFCA) from ACAMS, obtained in December of 2022, and a Qualified 401(k) Administrator from the American Society of Pension Professionals and Actuaries, obtained in April of 2011.
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