Press
March 8, 2021: Katie Brann earns the Certified Financial Planner, CFP® Designation
The CFP® designation identifies those advisors who have met the rigorous experience and ethical requirements of the CFP® Board
February 22, 2021: Brian Bernatchez interviewed in Mainebiz about art and money matters
Picture this: Art collectors keep Maine artists, dealers busy during pandemic
February 11, 2021: Golden Pond Wealth named to Forbes 2021 Best-In-State Wealth Advisors List
We are proud to share that our founder and managing director, Brian Bernatchez, CFP, has been named to the Forbes Best-In-State Wealth Advisors list. Although Forbes recognizes the individual financial advisor, being named to the list for the second consecutive year is a testament to the achievements of our entire team, and most importantly, the relationships we have with you.
May 4, 2020: Katie Brann interviewed in Mainebiz about women in wealth management
"Portfolio shift: More Maine women make their mark in wealth management"
March 31, 2020: Brian Bernatchez interviewed in Mainebiz about financial market turmoil
"Waterville wealth firm invokes Buffett playbook in crisis response"
February 14, 2020: Bert Languet interviewed in the Morning Sentinel about volunteering in the community
The ‘Iceman’ is a role model of the finest kind
April 22, 2018: Holly Caron interviewed in the Morning Sentinel about receiving the 2017 'Customer Service Award'
Holly Caron, a longtime customer service associate at Golden Pond Wealth Management, is the 2017 recipient of the Mid-Maine Chamber of Commerce Customer Service Stardom Award.
November 28, 2016: Brian Bernatchez interviewed in Mainebiz about the new fiduciary rule
Banks, wealth management firms gear up for new fiduciary rule
March 24, 2014: Brian Bernatchez interviewed in Mainebiz about the growing business of wealth management
Investors wanting more personalized and local management advice than they can get with large Wall Street firms