Let’s achieve your goals. Together.

Founded by Jonathan Koperniak and based in Portland, Maine, East Financial Management’s primary focus is helping clients all over the country achieve their dreams. We take a personal approach to financial services, investing time to truly understand our clients, their goals, and what they want their future to look like. Then we make it happen.

Leadership

Jonathan Koperniak

Jonathan Koperniak

President, CEO

jkoperniak@eastfinancialmanagement.com

Jonathan Koperniak is a Certified Financial Planner™ Professional whose commitment is to help clients throughout the country achieve their financial goals through comprehensive asset management and smart financial planning.

The Team

Britni Anderson

Britni Anderson joined Cambridge in 2014 and has nearlyfive years of experience in the financial services industry.

Jamie Roth

Jamie Roth joined Cambridge in 2012 and has more than five years of experience in the financial services industry.

Jessica Arendt

Jessica Arendt joined Cambridge in 2015 and has three years of experience in the financial services industry.

Behind every solid investment plan are professionals conducting research and ensuring compliance. That’s what Britni, Jessica and Jamie supply through our partnership with Cambridge Investment Research, Inc., one of the country’s leading independent broker-dealers and a pioneer in virtual FinTech office support.

All team members have more than five years’ experience in financial services and among them hold various certifications, including Lean SixSigma Yellow Belts and FINRA Series 99 licenses. They oversee multiple administrative responsibilities including account management, reporting, communication and compliance, and client management.

Why Hire a Financial Advisor?

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Annualized Advisor Alpha

When you use a financial advisor Disclaimer: According to a Vanguard 2019 study, a financial advisor may add 3% per year to a client's returns based on portfolio construction, behavioral coaching, tax avoidance and wealth management.

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Years of Experience

Managing your investments

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Areas of Study

Only CERTIFIED FINANCIAL PLANNER™ professionals are trained in 72 areas of financial expertise.

Our Partners

Our Services

We offer a variety of asset management and financial planning services. Our firm is tight knit, personable, and highly experienced, allowing us to tailor our services to accomplish your unique vision and goals for the future.

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