The Team

Smith & Associates
Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Brian Smith

Brian Smith

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Saving for Education

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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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Our Staff

Irene Robertson

Irene Robertson

Client Service Manager

Martin Ham

Martin Ham

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