Brie Pio (CFP®, MBA)

Brie Pio focuses in the
following client markets or areas of practice:

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Socially Responsible Investments

Tax Planning

Women's Financial Planning Issues

Planning Specialties

Most of Brie's clients are preparing for or starting work optional lives. This could mean fully retiring or engaging in work/hobbies/volunteering that feed their soul. They want to know they are properly prepared to take the next step!

Additional Information

Brie has eight years experience working in financial services and is a CERTIFIED FINANCIAL PLANNER™ professional. Brie also holds a Master of Business Administration degree and lives with her husband and two children in Rockport, Maine. When Brie isn't working, you can find her outside skiing or boating in the Rockport Harbor and Camden Harbor. Brie also teaches financial literacy classes via Five Towns Adult CSD Education.