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Our financial advice team


John W Smith

John W Smith

MBA, ChFC®, CLU®, CASL®, APMA®

Financial Advisor

Managing Partner of
Cardinal Pointe Financial Group
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving

Qualifications

  • Chartered Financial Consultant
  • Chartered Life Underwriter
  • CASL® Chartered Advisor for Senior Living®
  • Master of Business Administration
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