Mackenzie Arsenault| CFP®, BS
Cornerstone Financial Planning, LLC
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Mackenzie Arsenault is a Portland, ME Fee-Only Financial Planner serving Portland and all surrounding areas. Cornerstone Financial Planning, LLC specializes in providing objective financial planning, retirement planning, and investment management to help clients grow, and protect their assets through life's transitions. Mackenzie Arsenault is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Mackenzie 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.
Prior to joining Cornerstone Financial Planning, Mackenzie 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. Mackenzie is based in our Portland, Maine office, and provides financial planning services to our clients.
Mackenzie has a large family throughout Maine and Massachusetts. After spending time working in Boston, she moved back to Maine in April 2014 and resides on Portland’s Eastern Promenade. She is a passionate sailor and skier in her spare time, and participates in sailing races in the summer.
Professional licenses and memberships:
- CERTIFIED FINANCIAL PLANNER™ Certificant 2013
- NAPFA Registered Financial Advisor 2014
- First Vice Chair of the Maine Women's Network - Portland Chapter
- Maine Estate Planning Council
- Junior League of Portland, Main
- 100 Women Who Care - Southern Maine
- Portland Regional Chamber of Commerce - Propel
A Different Approach to Financial Freedom
Welcome to Cornerstone Financial Planning where you’ll find our individualized approach delivered by a team of experienced financial professionals. Benefit from our personalized financial strategies and thoughtful advice to address your changing needs and circumstances. With clarity of your financial picture you can be free to enjoy your wealth and move toward more confident decision-making.
We work in your best interest with the experience and proficiency to provide a total financial solution for you and your family. Develop confidence through our long-term approach with realistic and objective advice to bring stability and a higher quality of life.
Working Together to Reach Your Goals
Your goals are our goals; your success is our success.
Working together begins with an initial meeting at no cost to you. We ask that you complete and bring our Questionnaire to this meeting, at which you can expect to spend up to an hour with us in a relaxed and comfortable setting. You will have the opportunity to become acquainted with our firm, our philosophy and learn how you might benefit from our services. We welcome the chance to get to know you, to understand your objectives, and explore ways to achieve them.
At Cornerstone, we hope you will find an environment that engenders your trust and a supportive partnership in attaining your goals.