PFA Launches a Podcast – Financial Discretion Advised Executive Summary Abrin Berkemeyer CFP® and Tyler Hafford recorded the first episode “What the F???” to kick off our new podcast Financial Discretion Advised. The two delve into the most important question to ask your financial advisor: Are you a fiduciary? After this quick 17-minute listen, you […]
Penobscot Financial Advisors sponsored the University of Maine Alumni Association’s 21st Annual Golf Classic last week. PFA team members Jim Bradley, Craig Joncas and Tyler Hafford enjoyed the day golfing for a great cause! We love maintaining close ties with the University of Maine communities and Alumni Associations. Higher education in Maine is […]
Congratulations to Abrin Berkemeyer for completing his Accredited Investment Fiduciary® (AIF®) last week! The AIF® designation requires an understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and the process for carrying out fiduciary responsibility. The program consists of rigorous coursework, an examination and a commitment to following […]
We are thrilled to announce that PFA’s Chief Operations Officer, Hannah Tackett, has earned her Investment Adviser Certified Compliance Professional® designation! The IACCP® Program requires completion of rigorous coursework, a minimum level of experience, ethical assessment and a successful result on the Certifying IACCP® Examination – which Hannah passed last week. Additionally, it calls for commitment […]
Penobscot Financial Advisors sponsored the University of Maine Alumni Association‘s 2020 Rising Star Award. Congratulations to Jennifer Desmond, class of 2014, for her numerous contributions to the University of Maine community. You can view the video of her award HERE and read more about it HERE.
Team PFA is participating in this year’s Freezin’ for a Reason Polar Plunge on February 29th to benefit Camp Sunshine. We are teaming up with Welch Sign in the first of what we hope will be many joint volunteering and fundraises efforts in our local community. Camp Sunshine at Sebago Lake offers families of children […]
It is that season again when we reflect on the closing year. Click HERE to read our 2019 Year in Review, a comprehensive investigation into the dress shirt epidemic of 2019.
Team PFA retreated to the woods and got their hands dirty with Portland Trails today! We volunteered grooming a newer trail, creating a clearing and building a bench behind several of Portland’s Stroudwater area businesses. Check out the photos below!
