Craig Joncas, CFP® Penobscot Financial Advisors

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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!

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Recently Published

E7: New Year, New Financial Planning Resolutions

January 12, 2021

Executive Summary This week’s episode gets us ready for the long-awaited transition to 2021, as advisors Abrin Berkemeyer CFP® and Tyler Hafford go over New Year’s Resolutions to get your finances in order. Goodbye 2020 and Hello 2021!  Resolution #1 – Build a Budget  Abrin and Tyler dive into the importance of starting at the basics....

The post E7: New Year, New Financial Planning Resolutions appeared first on Penobscot Financial Advisors.

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2020 Year in Review

January 1, 2021

2020 Year in Review For at least six years now, Craig and I have been alternating the responsibility of writing up our “year in review.” Somehow, I drew the short straw, and got stuck with 2020. Just my luck. I get to review the year that everyone’s trying to blot...

The post 2020 Year in Review appeared first on Penobscot Financial Advisors.

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FinTech: A “Peek under our Hood”

December 24, 2020

If you’re not familiar with the term ‘FinTech’, you probably will be at some point soon.  Financial technology (that’s what FinTech means) has progressed massively since the year 2000, and will likely continue to grow exponentially in capability and scope.  Online banking, digital transactions, robo-advisors and cryptocurrencies are all significant...

The post FinTech: A “Peek under our Hood” appeared first on Penobscot Financial Advisors.

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Ideal Clients

  • Gen Y/Millennials
  • University Employees
  • Wealth Management
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly fee: $75+/mo
  • Flat fee: $900+
  • AUM: 0.75%

SEC Records

States Registered

  • Maine

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