Benjamin Smith, Cfa Email and Phone Number
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For Retirement Plan and Institutional Clients: I work with for-profit and non-profit organizations to develop workplace retirement plan benefits (401k's & 403b's) that improve your employees' retirement readiness, create sound fiduciary governance practices that reduce your organizational and personal liability, and reduce platform costs / improve investment structure. Institutional entities also ask our team at Guidance Point Retirement Services to invest funds for them through endowments, foundations, defined benefits, or capital reserve accounts. For those that look for Personal Financial Advisory services: I work with you to identify the key elements to your retirement life and help you to identify what a successful retirement looks like. By establishing YOUR goals first, we then map out your financial resources to put together a plan to make a better life happen for you. This is different from a traditional financial planning model where your financial assets are budgeted to avoid running out of money in your life. While this is very important and we still perform this activity, we don't believe external forces such as market returns should be THE driver of how you live in retirement.
Guidance Point Retirement Services, Llc.
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Principal, Chief Investment OfficerGuidance Point Retirement Services, Llc. Mar 2012 - PresentPortland, Maine, UsFor Retirement Plan and Institutional Clients: I work with for-profit and non-profit organizations to develop workplace retirement plan benefits (401k's & 403b's) that improve your employees' retirement readiness, create sound fiduciary governance practices that reduce your organizational and personal liability, and reduce platform costs / improve investment structure. Institutional entities also ask for our team at Guidance Point Retirement Services to invest funds for them through endowments, foundations, defined benefits, or capital reserve accounts.
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Principal, Investment ConsultantGuidance Point Advisors, Llc. Mar 2012 - PresentBoston, Massachusetts, UsI work with those needing personal Financial Advisory Services to identify the key elements to your retirement life and help you to identify what a successful retirement looks like. By establishing YOUR goals first, we then map out your financial resources to put together a plan to make a better life happen for you. This is different from a traditional financial planning model where your financial assets are budgeted to avoid running out of money in your life. While this is very important and we still perform this activity, we don't believe external forces such as market returns should be THE driver of how you live in retirement. -
HostThe Retirement Success In Maine Podcast Sep 2019 - PresentBangor, Maine, UsAre you worried about whether or not you’ll be able to retire? And what will it be like when you get there?It seems like all of us are looking to race to the finish line of our careers and hopefully have enough resources to live on. But should that be the goal? By going in-depth to all areas of retirement, we hope to inspire you to visualize what your retirement will look like as you ask the question of whether you’re leading your best retirement life. This podcast is intended to help you expand your options of fulfillment with practical resources from industry experts, compelling stories from retirees who have been through “it”, and wise counsel from local resources in the State of Maine.For more resources, check out Guidance Point Advisors’ blog at blog.guidancepointllc.com. -
Vice President, Portfolio ManagerAcadia Trust, N.A. May 2005 - Mar 2012As a Portfolio Manager for Acadia Trust, N.A. (Camden National's Wealth Management Subsidiary) based in Bangor and Ellsworth, Ben assumed responsibility for and oversight of client portfolios, including individuals, families, endowments, foundations, businesses, and trusts; and he served on the Company’s Investment Committee.
Benjamin Smith, Cfa Skills
Benjamin Smith, Cfa Education Details
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University Of MaineMaster'S Of Business Administration (Mba) -
University Of MaineBusiness Administration - Finance & Mis Concentrations
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Bangor Region Leadership InstituteGraduate
Frequently Asked Questions about Benjamin Smith, Cfa
What company does Benjamin Smith, Cfa work for?
Benjamin Smith, Cfa works for Guidance Point Retirement Services, Llc.
What is Benjamin Smith, Cfa's role at the current company?
Benjamin Smith, Cfa's current role is Principal - Guidance Point Retirement Services & Principal - Guidance Point Advisors, LLC.
What is Benjamin Smith, Cfa's email address?
Benjamin Smith, Cfa's email address is be****@****ner.com
What is Benjamin Smith, Cfa's direct phone number?
Benjamin Smith, Cfa's direct phone number is +120799*****
What schools did Benjamin Smith, Cfa attend?
Benjamin Smith, Cfa attended University Of Maine, University Of Maine, Bangor Region Leadership Institute.
What skills is Benjamin Smith, Cfa known for?
Benjamin Smith, Cfa has skills like Portfolio Management, Wealth Management, 401k, Investments, Asset Allocation, Asset Managment, Mutual Funds, Retirement Planning, Investment Management, Investment Strategies, Financial Analysis, Analysis.
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