Sophie Halpin, CFP®

My goal is to empower clients in charting and achieving their financial vision through honest communication and consistent support as their lives evolve. I use a holistic approach to solve big questions, work towards each person’s unique goals, and offer trustworthy, relevant advice.

I am proud to be a CERTIFIED FINANCIAL PLANNER® professional and use my experience to help people feel confident about the many ways finances and investments impact them. As a second-generation advisor and first-generation American, I have seen firsthand the difference financial stability and knowledge offer. I hope to provide each client with the guidance and tools they need to build wealth and wellbeing.

I am passionate about integrating financial goals with personal values through sustainable, responsible, impact investing (SRI). I became one of the first advisors in Maine to receive the Chartered SRI Counselor™ certification. I believe SRI can make investing a more cohesive part of people’s lives by better aligning with their beliefs and interests, while promoting better business practices on a large scale.

Supporting the next generation and environmental causes is very important to me. I have been a mentor with Big Brothers Big Sisters for over nine years. I was selected as an advisor for the Olympia Snowe Women’s Leadership Institute to mentor young women in high school. I have volunteered on the Maine Conservation Voters’ events and development committee; and served on the Board of Growing to Give.  

I can often be found hiking, skiing, and biking in the Maine woods. I also love playing field hockey and seeing live music. My husband Alex, two cats, and I live in Brunswick in a retro house that we are constantly (and happily) renovating.