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Our financial advice team


Scott Smith

Scott Smith

CFP®, CRPC®

Private Wealth Advisor

Managing Partner of
Smith & Associates
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 2 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Intergenerational Planning
  • Retirement Planning Strategies
  • Investment Management
  • Family Finances
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Investments
  • Employee Stock Options
  • Tax Planning Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Interests

  • I thoroughly enjoy traveling with my family
  • I am a PADI qualified scuba diver / rescue diver
  • I enjoy cooking as a hobby (and my family enjoys it too!)
  • We enjoy exploring the outdoors (hiking, biking, etc.) and we look forward to new experiences in the future.

Awards & recognition

  • Ameriprise Circle of Success, 2003-2020
  • Ameriprise Client Experience Award, 2020

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Retirement Planning Counselor SM
  • Member, Financial Planning Association

Education

  • CFP Education Program / College for Financial Planning / Graduated Sept 1998
  • CERTIFIED FINANCIAL PLANNER™ practitioner / CFP Board certified / Jan 1999
  • Chartered Retirement Planning Counselor / College for Financial Plng / Jun 2006
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