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Robert F
CFA®, Series 66
Portland, ME
Parkwoods Wealth Partners, LLC
Robert French is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at Parkwoods Wealth Partners, LLC and has previously worked at Retirement Researcher, LLC, Mclean Asset Management Corp, and InStream Solutions. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm’s long-term investment approach is based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds and ETFs, and includes both discretionary and non-discretionary portfolio management.
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