Mackenzie Arsenault (BS, CFP®)
Mackenzie Arsenault focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Socially Responsible Investments
- Tax Planning
- Women's Financial Planning Issues
- Investment Advice with Ongoing Management
- Socially Responsible Investments
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Mackenzie is based in our Portland, Maine office, and provides financial planning services to our clients.
Additional Information
Mackenzie 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.
NAPFA Start Date
November 21, 2014