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Our financial advice team


Christopher Smith

Christopher Smith

CFP®, CLTC®

Financial Advisor

Managing Partner of
Encompass Wealth Advisors
21
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

  • Investment Management
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Insurance

Interests

When I am not at the office, I enjoy a number of activities:

  • My wife and I love being outdoors. Walking, running, biking, hiking and camping.
  • I enjoy exploring our city and all the great restaurants and breweries.
  • I enjoy many co-recreational sports including volleyball, softball, basketball and kickball.
  • I'm an avid sports fan and attend many Twins games, Saints games and Gopher sports.
  • My wife and I enjoy traveling. I've had the opportunity to see the majority of the Unites States as well as some great countries abroad (Iceland, England, Italy, Vietnam, Cambodia, Thailand, Mexico and Canada).

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLTC® Certified Long Term Care®

Education

  • B.S in Finance from Buena Vista University - Storm Lake, IA
Newsletter

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Community participation

  • Feed My Starving Children volunteer
  • Bridging volunteer
  • Special Olympics volunteer