Oct 2024 - Present
AeroLeads people directory · profile
Liana Poodiack, Cfp® Email & Phone Number
Co-Founder
at
Birch Financial Group
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Who is Liana Poodiack, Cfp®? Overview
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Quick answer
Liana Poodiack, Cfp® is listed as Co-Founder at Birch Financial Group, based in Keene, New Hampshire, United States. AeroLeads shows a matched LinkedIn profile for Liana Poodiack, Cfp®.
Liana Poodiack, Cfp® previously worked as Managing Director - Wealth Manager at Steward Partners Global Advisory and Financial Advisor at Wells Fargo Advisors. Liana Poodiack, Cfp® holds Bachelor'S Degree, Accounting from Franklin Pierce University.
Company email context
Email format at Birch Financial Group
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Birch Financial Group
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Profile bio
About Liana Poodiack, Cfp®
For Liana, going out of her way to serve people is second nature. She brings a deep personal commitment to the goals-based strategies she formulates for families and businesses.As Poodiack Wealth Management Group’s Leader, Liana has developed and refined the Magna FORMula to address the critical financial events that occur as a client’s life unfolds and needs evolve. Throughout our disciplined, multi-step process, we encourage clients to verbalize what’s most important to them. Using the team’s disciplined “discovery, fit and review” process, Liana focuses on retirement planning, tax minimization, capital preservation, and risk-managed growth.
Current workplace
Liana Poodiack, Cfp®'s current company
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4 roles
Liana Poodiack, Cfp® work experience
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Managing Director - Wealth Manager
34 West StreetKeene, NH 03431603-827-4056Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional.
Nov 2016 - Oct 2024
Financial Advisor
Apr 1998 - Nov 2016
Branch Manager
May 1989 - Apr 1998
1 education record
Liana Poodiack, Cfp® education
FAQ
Frequently asked questions about Liana Poodiack, Cfp®
Quick answers generated from the profile data available on this page.
What company does Liana Poodiack, Cfp® work for?
Liana Poodiack, Cfp® works for Birch Financial Group.
What is Liana Poodiack, Cfp®'s role at Birch Financial Group?
Liana Poodiack, Cfp® is listed as Co-Founder at Birch Financial Group.
Where is Liana Poodiack, Cfp® based?
Liana Poodiack, Cfp® is based in Keene, New Hampshire, United States while working with Birch Financial Group.
What companies has Liana Poodiack, Cfp® worked for?
Liana Poodiack, Cfp® has worked for Birch Financial Group, Steward Partners Global Advisory, Wells Fargo Advisors, and Granite Bank.
How can I contact Liana Poodiack, Cfp®?
You can use AeroLeads to view verified contact signals for Liana Poodiack, Cfp® at Birch Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Liana Poodiack, Cfp® attend?
Liana Poodiack, Cfp® holds Bachelor'S Degree, Accounting from Franklin Pierce University.
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