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Carol Poulin, Financial Advisor serving the Portland, ME area - Ameriprise Advisors

Carol Poulin

CFP®, CPA

Financial Advisor

Managing Director
Adelphi Group
45
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 5 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Small Business
  • Family Finances
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CPA Certified Public Accountant
  • Life/Health Insurance Licensed
  • Security Licenses: 7, 63 & 65

Education

  • BS Business Administration, Accounting Major, University of Southern Maine, Portland, ME

Awards & recognition

  • Ameriprise Circle of Success, 2015 - 2019

Previous experience

  • Ameriprise Financial, Financial Advisor/Vice-President, 2013-Present
  • Poulin Investments & Advisory Services, Financial Advisor/Owner, 2007-2013
  • Poulin Financial Services, Financial Advisor/Accountant/Owner, 1999-2007
  • UNUM, Several positions ending with Director of Long Term Disability Finance, 1981-1999
  • McDonald's Accounting, Accountant, 1979-1981

Interests

I enjoy smoking meats and cheeses along with making my own sausage, jerky, pastrami and smoked ribs.

I enjoy making my own wine, beer and cheeses.

I enjoy spending time in my basement workshop making a variety of wooden furniture pieces.

I love spending time with my family. As my 2 daughters are now adults, I find those opportunities are even more precious.

“There is nothing in life that surpasses the pleasure of sitting by a campfire with friends, a glass of wine and good smoked cheese.”