Cornerstone Financial Planning, LLC
Fee-Only Financial Planner serving the Portland, ME area.
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
Mackenzie Arsenault is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Mackenzie Arsenault is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Mackenzie Arsenault is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Mackenzie Arsenault
38 Union Wharf