Katie Exchange, Client Service Associate in Portland, ME, has obtained the designation of CERTIFIED FINACIAL PLANNER™ (CFP®).
CFP® certification is a rigorous process consisting of course work and examination in the areas of financial planning, risk management, investment, tax planning and management, retirement and employee benefits, and estate planning. In addition, the designation also asks CFP® professionals to meet ongoing continuing education requirements and uphold the CFP® Board’s Code of Ethics and Professional Responsibility.
As a result of Katie’s new certification and ongoing excellent work, BFM is happy to announce that she will take on a new role as Associate Wealth Manager in BFM’s new downtown Portland, ME location. Together with Managing Director and Wealth Manager Abby Psyhogeos, Exchange assisted in establishing the new office in the Thomas Block at 100 Commercial St., which opened its doors in January 2019.