Meet Matt Ouellette - Click Here for a brief introduction
Matt has been providing financial counseling services to clients, both individual and institutional since 1999. He is a CERTIFIED FINANCIAL PLANNER™ and has met the rigorous education, examination, and experience requirements of the CFP Board. His training and experience encompasses all aspects of financial planning, including investments, taxes, retirement, estate planning and risk management. Matt holds Series 7 & 63 FINRA registrations and is a registered investment advisor representative. CFP ® certificants also agree to uphold the CFP Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.
Matt is a resident of South Berwick, Maine, where he resides with wife Katie, daughter Emma and son Sam. He is a graduate of the University of Southern Maine. Matt is a member of the Financial Planning Association and the Sanford-Springvale [South Berwick-Eliot] Rotary and is a frequent volunteer with Habitat for Humanity.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC . SIS Investment Services is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value
CFP ® , CERTIFIED FINANCIAL PLANNER are certification marks are owned by Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
|Not a deposit
Not insured by any
|Securities Offered Through
Infinex Investments, Inc.
Member FINRA / SIPC
|Not FDIC insured
Not guaranteed by the bank
May go down in value