Joseph R. Poirier
Joseph Poirier is a highly respected Certified Financial Planner™ Professional and Chartered Financial Consultant® for Financial Compass Group, LLC and earned his Bachelors in Finance from the University of Southern Maine. Joe is a member of the prestigious Million Dollar Round Table.
For Joe, the concept of helping others build their financial futures was in his blood, as he started working in the family financial services firm at the age of 10, learning the business from the ground up. Joe has combined his education and strong financial background to position himself as a caring and competent financial coach. His driving ambition is to help his clients and businesses “cross the finish line” by helping them meet their goals with customized financial strategies.
Joe takes great pride in creating a plan for people that’s designed to help them create a comfortable and fulfilling life and help them follow that plan so in the end, they are at the exact point they imagined when they started. This guidance helps his clients set realistic retirement goals and make their lives more manageable with less stress.
Joe is a past Treasurer of the Lewiston Education Fund and past board member of the L/A Metro Chamber of Commerce Regional Image Committee. Joe has a passion for cars and enjoys yard work around the house. His favorite pastime is spending time with family and friends, with the family part taking a bigger role as he and his wife Samantha have a 8 year-old daughter Nataleigh and a 7 year old son Lincoln.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Financial Compass Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. CFP® and CERTIFIED FINANCIAL PLANNER™ are certi?cation marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certi?cation requirements. AGE 5762358.1 (6/23)(Exp. 6/25).