Certified Financial Planner Portland
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Certified Financial Planner - The Certified Financial Planner (CFP) and certification marks are financial planning credentials awarded by the Certified Financial Planner Board of Standards Inc. to individuals who meet education, examination, experience and ethics requirements.
Portland Financial District - The Portland Financial District in Portland, Maine, is home to headquarters and regional offices of the largest banks in Maine. These include Key Bank, BankNorth, and Bank of America.
Financial planner - Financial planners are professionals who perform a variety of services for their clients. A few of these services are investing, insurance, tax strategies, and general retirement planning.
Certified Public Accountant - Certified Public Accountants (CPAs) are accountants in the United States who have passed the Uniform CPA exam, which was developed and is maintained by the American Institute of Certified Public Accountants (AICPA), and have subsequently met additional state requirements for licensure as a CPA. Only CPAs are professionally licensed to provide to the public, attestation (including auditing) opinions on publicly disseminated financial statements.
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