Senior Financial Planner
Current
Dec 2024 - Present
AeroLeads people directory · profile
Anthony Smith, Cfp® Email & Phone Number
Senior Financial Planner | Consilium Wealth Management
at
Consilium Wealth Management Ltd
1 work email found
@lodestarpam.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Financial Planner | Consilium Wealth Management
Location
Danville, California, United States
Company size
Who is Anthony Smith, Cfp®? Overview
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Quick answer
Anthony Smith, Cfp® is listed as Senior Financial Planner | Consilium Wealth Management at Consilium Wealth Management Ltd, a with 5 employees, based in Danville, California, United States. AeroLeads shows a work email signal at lodestarpam.com and a matched LinkedIn profile for Anthony Smith, Cfp®.
Anthony Smith, Cfp® previously worked as Senior Financial Planner at Consilium Wealth Management Ltd and Financial Advisor at Lodestar Private Asset Management. Anthony Smith, Cfp® holds Bachelor'S Degree, Financial Planning And Services from Virginia Tech.
Company email context
Email format at Consilium Wealth Management Ltd
This section adds company-level context without repeating Anthony Smith, Cfp®'s masked contact details.
{first}@lodestarpam.com
86% confidence
AeroLeads found 1 current-domain work email signal for Anthony Smith, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Anthony Smith, Cfp®
Anthony Smith, Cfp® is a Senior Financial Planner | Consilium Wealth Management at Consilium Wealth Management Ltd. He possess expertise in leadership, customer service, microsoft office, social media, microsoft word and 4 more skills.
Listed skills include Leadership, Customer Service, Microsoft Office, Social Media, and 5 others.
Current workplace
Anthony Smith, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Consilium Wealth Management Ltd
4 roles
Anthony Smith, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
We are an independent, fee-only Registered Investment Advisor firm based in Alamo, CA (San Francisco Bay Area), providing financial planning and portfolio management services to individuals and business owners.Formerly, I was an Associate Financial Planner at JW Harrison Financial, which merged with Lodestar in July 2020.
Jun 2018 - Nov 2024
Associate Financial Planner
Jun 2018 - Jun 2020
Financial Planning Intern
Keystone Asset Management
May 2017 - Aug 2017
1 education record
Anthony Smith, Cfp® education
FAQ
Frequently asked questions about Anthony Smith, Cfp®
Quick answers generated from the profile data available on this page.
What company does Anthony Smith, Cfp® work for?
Anthony Smith, Cfp® works for Consilium Wealth Management Ltd.
What is Anthony Smith, Cfp®'s role at Consilium Wealth Management Ltd?
Anthony Smith, Cfp® is listed as Senior Financial Planner | Consilium Wealth Management at Consilium Wealth Management Ltd.
What is Anthony Smith, Cfp®'s email address?
AeroLeads has found 1 work email signal at @lodestarpam.com for Anthony Smith, Cfp® at Consilium Wealth Management Ltd.
Where is Anthony Smith, Cfp® based?
Anthony Smith, Cfp® is based in Danville, California, United States while working with Consilium Wealth Management Ltd.
What companies has Anthony Smith, Cfp® worked for?
Anthony Smith, Cfp® has worked for Consilium Wealth Management Ltd, Lodestar Private Asset Management, Jw Harrison, and Keystone Asset Management.
Who are Anthony Smith, Cfp®'s colleagues at Consilium Wealth Management Ltd?
Anthony Smith, Cfp®'s colleagues at Consilium Wealth Management Ltd include Wayne Coleman Cemap Dipfa and Laura Ball.
How can I contact Anthony Smith, Cfp®?
You can use AeroLeads to view verified contact signals for Anthony Smith, Cfp® at Consilium Wealth Management Ltd, including work email, phone, and LinkedIn data when available.
What schools did Anthony Smith, Cfp® attend?
Anthony Smith, Cfp® holds Bachelor'S Degree, Financial Planning And Services from Virginia Tech.
What skills is Anthony Smith, Cfp® known for?
Anthony Smith, Cfp® is listed with skills including Leadership, Customer Service, Microsoft Office, Social Media, Microsoft Word, Microsoft Excel, Powerpoint, and Teamwork.
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