Craig Joncas, CFP® Penobscot Financial Advisors
- One Monument Square Suite 501, Portland, ME 04101
About Craig Joncas, CFP®
Hi. I am Craig Joncas, a Certified Financial Planner™ (CFP®) who believes that EVERYONE deserves access to quality financial advice. With the help of my team at Penobscot Financial Advisors, I provide comprehensive Financial Planning and Asset Management services to individuals and families regardless of their income, assets or financial standing. I strive to develop long-term relationships with my clients, by acting as more than just their trusted advisor, but also as an educator, friend, and partner in their financial success.
Our firm specializes in working with University Professors and Professionals, as well as young professionals. We deliver Financial Planning services on a monthly fee basis and set this pricing relative to income – making our services affordable to everyone. We also perform Asset Management services on an assets under management pricing schedule. We work as Fee-Only Fiduciaries, bound to an obligation to work in the best interest of our clients.
A Maine native, I earned my degree in Business Finance from the University of Maine. Always having an interest in personal financial planning, I was fortunate to intern with Penobscot Financial Advisors during my time there. Here we are over ten years later, and I serve as the Managing Principal of that same firm. My Maine roots have ingrained the values of hard work and loyalty, which I apply every day with a strong commitment to my firm and our clients.
At work, I perform multiple roles. I am an Advisor to clients, serve on the Financial Planning & Investment Committees, and the Chief Compliance Officer for PFA. I enjoy the variety that each day brings and working as a team to build an organization that delivers quality advice to those who need it the most. Outside of work, you’ll find me trying to improve my golf game, bowling, running, or enjoying the Maine outdoors and the changing seasons!
There are a lot of different ways to set up lifetime income from your TIAA contracts. Most of the decisions you need to make revolve around whether you want to provide income for your life, or for the lives (or shorter-term needs) of other loved ones. Choosing among these options...
The post Annuitizing TIAA Traditional: Standard and Graded Options appeared first on Penobscot Financial Advisors.
Episode 3 is ready for viewing! We decided to record video as well as audio this go-around. You can watch advisors Abrin CFP® & Tyler discuss the planning process and how we create “living” plans… meaning it is not a set it and forget it process, but one that adjusts...
This week’s episode, Teamwork is the PFA Way, takes a look into our team approach. Learn more about the power of the team approach and what each member brings to the table by clicking the link below! To subscribe, find us on Apple Podcast, Google Podcasts, Spotify, PocketCasts, AnchorFM.