Maureen J. Poplaski

Maureen J. Poplaski

| CFP®, RICP®

Lighthouse Financial Management, LLC

Fee-Only Financial Planner serving the Westerly, RI area.

Specialties

  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Cash Flow and Budgeting
  • Fee-Only Financial Planning
  • Financial Review
  • Tax Planning
  • 401(k) Allocation
  • College Planning

Our Other NAPFA Members

Visit Us

85 Beach Street, Building D, Unit 17A
Westerly, RI 02891

Maureen Poplaski is a Fee Only Financial planner in Westerly, RI. Maureen Poplaski  is a NAPFA-Registered Financial Advisor. Maureen began her career in financial services at Lighthouse Financial Management, LLC in 2009 as an Investment Advisor Representative after completing The Uniform Investment Adviser Law Examination (Series 65). Since joining the firm as an advisor, she enhanced her professional credentials becoming a Certified Financial Planner™ professional and a Retirement Income Certified Professional® (RICP®). The RICP®  is an advanced designation for individuals working in the retirement income planning field that helps advisors identify retirement income needs and objectives and evaluate a client’s current situation relative to those goals.  Maureen’s educational background includes a Bachelor of Arts in Psychology from Fairfield University and a Masters of Arts in the Foundations of Education from Connecticut College.  Prior to her work at Lighthouse, Maureen taught in the public school system.