Posted by Susan Veligor on May 8, 2014
Portland, Maine……..May 6, 2014....Ten year old financial planning firm, Cornerstone Financial Planning, with offices in Portland, Maine and Newington, New Hampshire, recently added Certified Financial Planner™, Mackenzie Arsenault, to their Portland team.
Prior to joining Cornerstone Financial Planning, Ms. Arsenault worked at UBS Wealth Management Americas in Boston, Massachusetts, where she provided client services. Prior to that, she worked as assistant portfolio manager at SMI Management and Research, LLC in Damariscotta, Maine.
Ms. Arsenault graduated from Roger Williams University in Bristol, Rhode Island with a Bachelor of Science, Magna Cum Laude in Financial Services, and she later completed her Certified Financial Planner™ coursework at Boston University and received her CFP® designation in 2013.
Susan Veligor, CFP®, and Jill Boynton, CFP®, co-principals at Cornerstone Financial Planning, celebrated the firm’s tenth anniversary in April, and with that has come a renewed commitment to invest in the continued growth of the company and its services to support their client’s financial planning needs.
Ms. Veligor commented, “Mackenzie Arsenault, CFP®, is a valuable asset to our firm, and bringing her on board to provide additional financial planning services at the time of Cornerstone’s tenth anniversary underscores the growth and stability of our firm and the commitment we have to provide our Maine and New Hampshire clients with excellence in personalized financial planning services.”
For more information about Cornerstone Financial Planning, please visit www.cornerstoneplanning.com or call 207-772-8133 in Maine or 603-431-1133 in New Hampshire.
Media Contact: Faith Baker, 207-939-5393, firstname.lastname@example.org