This program prepares advisors to assess each client’s individual financial situation and analyze the best investment opportunities to meet those needs.
Additionally, Trempe also completed the Accredited Investment Fiduciary (AIF®) designation program from the Center for Fiduciary Studies®, the standards-setting body for Fi360.
The AIF® designation recognizes the specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care for all clients.
“We are very proud of Gary and what he has accomplished in earning these designations,” said Matthew Cyr, senior financial advisor and program manager at S&B Financial Services. “These achievements bring value to our team and allow him to continue serving our clients with the beset knowledge and highest standard possible.”
Trempe specializes in creating customized financial plans for customers based upon their financial goals, needs and objectives. He has been in his current role since 2012. A resident of Biddeford, Trempe earned his Bachelors Degree from University of Maine at Orono.
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