These licenses allow Bean to provide clients with services to assist in meeting their financial needs.
Kevin Carbin, one of the founders of CBWA, said, “Trena became part of the CBWA team about a year ago and has been working diligently to understand the needs of our clients and doing whatever it takes to meet those needs. We are happy to have her and proud of her dedication to our team.”
CBWA was founded in December 2013 by six financial advisers who were previously with Northeast Financial Services. CBWA has offices in Portland, Brunswick, Lovell and Auburn, as well as a satellite meeting office in Bethel.
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