The Team

Smith & Associates

Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and investment strategy, it may make financial sense to rollover some of your assets while you’re still working and contributing to a 401(k) plan.We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify customized financial strategies that can evolve over time. Our goal is to help our clients feel more in charge of their financial lives so that they can pursue their passions — for today and tomorrow— with confidence.

Our Advisors

Christine Smith

Christine Smith

Financial Advisor

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Designations

CDFA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
CA Insurance #0F69689

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Brian Smith

Brian Smith

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Saving for Education

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Our Staff

Irene Robertson

Irene Robertson

Client Relationship Manager

Martin Ham

Martin Ham

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