Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
David McNamee (CRD# 3223069) is an Investment Advisor Representative working at Clm Capital Management LLC in Sanford, ME and has over 18 years of experience in the finance industry. David McNamee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Nvest Financial Group is an independent boutique firm working with people just like you: individuals, families and businesses who demand the highest quality of service and attention to detail in their financial matters. We don't take earning your business lightly.
It is our commitment to provide you with unparalleled service and exclusive personal attention.
Our team of professionals will simplify the complexities of the financial world to meet your personal needs and goals. We consider each situation a unique relationship and not just a portfolio balance.
Everyone at Nvest is committed...
Verium Planning and Asset Management is a flat annual fee Fiduciary practice. I am John Kageleiry and I started Verium in 2016 to address peoples financial planning and investment guidance needs in a better and more cost effective way. In my 18+ years working in the financial services industry it became apparent most people didn't get good help with planning for their future. Of equal concern was that most people paid far too much for their investment help and were subject to significant conflicts of interest from their advisors. So I came up with a better way.
Verium focuses on powerful yet...