Laongdao "Tak" Suppasettawat (CFP®, CPA)
Laongdao "Tak" Suppasettawat focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
Planning Specialties
Tak, a licensed Registered Investment Advisor, a CERTIFIED FINANCIAL PLANNER™ and a Certified Public Accountant, has more than twenty years of experience working in the global financial services industry. Tak graduated with a Bachelor of Science degree in Accounting and Finance (Magna Cum Laude) from the University of Southern Maine.
In Maine, Tak worked as an investment representative for Fidelity Investment, as a financial advisor for Merrill Lynch and as a tax accountant at Baker Newman Noyes.
Tak conducts public seminars on investment, estate and financial planning. Tak served on the boards of the University of Southern Maine Alumni Association and the World Affairs Council of Maine.
Additional Information
Tak provides highly personalized financial planning and investment management services to individuals, trustees, conservators and institutions. Working with Tak, clients receive objective and impartial financial advice that truly serves their best interests and helps them enjoy financial security, freedom and peace of mind.
Tak lives in Cape Elizabeth, Maine with her husband, Fred and their daughter, Nina Thomas. Tak enjoys running, hiking and cooking.
NAPFA Start Date
July 17, 2015