MORE ABOUT DAMIEN

A native New Englander, Damien is a graduate of Middlebury College, where he double majored in Political Science and Psychology, and was a two-sport varsity athlete. Additionally, Damien studied at Dartmouth College, UCLA Anderson School of Management, and served as a White House intern. Damien and his wife are raising their two children in beautiful Cape Elizabeth, Maine.

THE CFP® PROFESSIONAL

Individuals certified by the CFP® Board have taken the extra step to demonstrate commitment and professionalism by undergoing the rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements. These four cornerstones set the foundation for the CFP® professional’s ability in helping clients achieve their goals.

EDUCATION

The CFP® professional must develop theoretical and practical financial planning knowledge by completing 2 to 3 years of comprehensive coursework at an institution of higher learning approved by the CFP Board. Once obtaining the CFP® trademark, their education does not stop, as continued education is part of the re-certification process.

EXAMINATION

The CFP® Professional must pass the 7 hour comprehensive Certification Exam, which tests their ability to apply financial planning knowledge to real-life situations. The exam covers the financial planning process, tax planning, employee benefits, retirement planning, estate planning, investment management and insurance.

EXPERIENCE

All CFP® professionals are required to complete several years of experience related to financial planning services prior to earning the right to use the CFP® trademarks.

ETHICS

The CFP® professional is obligated to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence as outlined in the CFP Board’s Code of Ethics. The Rules of Conduct require the CFP® professional to put the client's interest first at all times and provide financial planning care as a true fiduciary.