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Danielle S Pensinger

Cornerstone Financial Planning, LLC

Portsmouth, NH

Portland, ME

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Current Employers
Cornerstone Financial Planning, Llc

8 Greenleaf Woods Dr. Suite 202, Portsmouth, NH 03801 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2022-02-07
NH RA APPROVED 2022-01-06
TX RA APPROVED 2022-01-06
  • ME RA
    APPROVED
    Since 2022-02-07
  • NH RA
    APPROVED
    Since 2022-01-06
  • TX RA
    APPROVED
    Since 2022-01-06

Branch Locations

8 Greenleaf Woods Dr. Suite 202, Portsmouth, NH 03801 • United States

38 Union Wharf, Portland, ME 04101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cornerstone Financial Planning Portland ME 09/2019 Present
Vca Chiquita Animal Hospital Cape Coral FL 12/2018 09/2019
Chiquita Animal Hospital Cape Coral FL 08/2014 12/2018
  • 09/2019 → Present
    Cornerstone Financial Planning
    Portland, ME
  • 12/2018 → 09/2019
    Vca Chiquita Animal Hospital
    Cape Coral, FL
  • 08/2014 → 12/2018
    Chiquita Animal Hospital
    Cape Coral, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-29
  • S65 Uniform Investment Adviser Law Examination
    2021-11-29
Designations

View on SEC IAPD

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Other Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH
KWM FINANCIAL LLC · PORSTMOUTH, NH
GOLDEN FINANCIAL SERVICES · PORTSMOUTH, NH
ESTATE PLANNERS OF NEW ENGLAND, LLC · PORTSMOUTH, NH
PISCATAQUA RESEARCH INC. · PORTSMOUTH, NH
PATRIOT ADVISORY GROUP · PORTSMOUTH, NH

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