Jac M. Arbour CFP®, ChFC®

Founder and CEO at J.M. Arbour Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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Credentials

  • Chartered Financial Consultant®
    The American College of Financial Services
    Feb, 2014
    - Nov, 2024
  • Certified Financial Planner (CFP)
    CFP Board
    Apr, 2018
    - Nov, 2024

Experience

  • J.M. Arbour Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Founder and CEO
      • Nov 2016 - Present

      J.M. Arbour is a comprehensive financial planning and investment advisory firm. We build teams of professionals around individuals, families, and companies to ensure that their investments, insurances, legal, and tax affairs are in order. In the end, we help successful people create life, retirement, estate, and financial plans that generate the most happiness and significance. J.M. Arbour is a comprehensive financial planning and investment advisory firm. We build teams of professionals around individuals, families, and companies to ensure that their investments, insurances, legal, and tax affairs are in order. In the end, we help successful people create life, retirement, estate, and financial plans that generate the most happiness and significance.

  • Arbour Insurance Brokerage
    • Hallowell, Maine
    • Owner
      • Oct 2008 - Nov 2016

      Jac worked as a self-employed personal finance coach to retirees, helping them plan their income streams, investment strategies, legacy plans, and insurance needs. After eight years of success and growing demand, Jac decided to expand the business, transition to a scalable company model, and founded J.M. Arbour. Jac worked as a self-employed personal finance coach to retirees, helping them plan their income streams, investment strategies, legacy plans, and insurance needs. After eight years of success and growing demand, Jac decided to expand the business, transition to a scalable company model, and founded J.M. Arbour.

Education

  • The American College of Financial Services
    Chartered Financial Consultant(R), Financial Planning and Services
    2012 - 2014
  • Bowdoin College
    Bachelor of Arts (B.A.), Biology and Pre-Med
    2003 - 2007
  • Cony High School
    1999 - 2003

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