WHY I BECAME A FINANCIAL ADVISOR
I believe that life is meant to be shared. Not only when things are good, but when things are challenging as well. To share your life, you must build relationships with others and being a financial advisor is all about building relationships. I became a financial advisor because I enjoy meeting and helping people where they are and using my knowledge and experience to guide them through the different stages of their lives. A lot of things can be done alone, but why would you want to? When trying to navigate your life, especially when it comes to your finances and goals, it is important to have a trusted partner to lessen the burden and enhance your chances for success. I believe that talking about your finances doesn’t have to be scary, confusing or uncomfortable. I became a financial advisor to be a trusted partner for others so that they can empower themselves, achieve their goals, avoid costly mistakes and live happy lives.
5 THINGS TO KNOW ABOUT ME
1. I grew up in Conway, NH, and have lived in Portland since 2003.
2. I love riding motorcycles and have been riding since 2022.
3. Bar Harbor is my happy place – hiking in the winter and camping in the summer is so much fun!
4. I love learning new things and being outdoors. Through various workshops I have learned to tie fishing lures, shoot clay pigeons and targets, chop wood and hope to ice fish and snowmobile next!
5. I enjoy stand-up comedy and have performed in the Portland Maine Comedy Festival.
PROFESSIONAL BIO
Annie Perley is a Financial Advisor with RSWA and holds the CERTIFIED FINANCIAL PLANNER™ designation. Annie has been in the wealth management industry since 2012 and spent the prior 8 years working at a Portland law firm. She holds a bachelor's degree in Sociology from the University of New Hampshire and a Certificate in Financial Planning from Boston University. She is currently pursuing her Certified Divorce Financial Analyst® designation from the Institute for Divorce Financial Analysts.
PERSONAL BIO
Annie lives in Portland with her Siamese cat Ping. Her son, Izaac, is attending the University of Maine in Orono and occasionally answers her phone calls. She enjoys staying active with her partner Bob, volunteering, and spending time with family and friends.
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