Maureen Poplaski (CFP®, RICP®)

Maureen Poplaski focuses in the
following client markets or areas of practice:

AUM

Business Owners

Cash Flow/Budgets/Credit Issues

Insurance Related Issues

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Planning Specialties

Maureen J. Poplaski RICP®, CFP® is a Certified Financial Planner™ Practitioner, and a Retirement Income Certified Professional®. Maureen works with clients to design and implement effective retirement plans that are driven by investment portfolios constructed and managed specifically for each client’s needs. Her guidance helps clients make informed financial decisions as they navigate the challenges in the years before and during retirement.

Maureen began her career in financial services at Lighthouse Financial Management, LLC in 2009 as an Investment Advisor and the firm’s Compliance Officer. She is a NAPFA (National Association of Fee Only Advisors) registered advisor and a member of the Financial Planning Association.

Her educational background includes a Bachelor of Arts degree in Psychology from Fairfield University and a Masters of Arts degree in the Foundations of Education from Connecticut College. Prior to her work at Lighthouse, Maureen worked as an educator in the public school system.