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
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Brie understands the anxiety that comes with feeling unprepared for the future. It's a common concern that many face - the uncertainty of not knowing if you're on the right track financially, the worry of unforeseen challenges, and the question of whether you'll be able to achieve your long-term goals. This apprehension can be overwhelming, making it difficult to see a clear path forward. But you're not alone in this journey! Over the years, Brie has had the privilege of guiding numerous people towards their financial objectives, helping them navigate through the complexities of financial planning with ease and confidence. By working together, Brie can create a personalized plan that not only addresses your immediate concerns but also paves the way for a financially independent future.Additional Information
Brie has nine 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.NAPFA Start Date
March 20, 2023
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.