Financial Advisor | Planner
Current- Independent RIA, fee-only financial planning & investment advisory- Fiduciary standard of care- Evidence-based investing
Nov 2014 - Present
AeroLeads people directory · profile
Brandon Smith, Cfp® Email & Phone Number
Financial Advisor | Planner. ⏳ Sharing passion for life through strategic planning and guidance @ Professional Financial Management, Inc.
at
Professional Financial Management, Inc
1 work email found
@profinancialmgmt.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor | Planner. ⏳ Sharing passion for life through strategic planning and guidance @ Professional Financial Management, Inc.
Location
Bozeman, Montana, United States
Who is Brandon Smith, Cfp®? Overview
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Quick answer
Brandon Smith, Cfp® is listed as Financial Advisor | Planner. ⏳ Sharing passion for life through strategic planning and guidance @ Professional Financial Management, Inc. at Professional Financial Management, Inc, based in Bozeman, Montana, United States. AeroLeads shows a work email signal at profinancialmgmt.com and a matched LinkedIn profile for Brandon Smith, Cfp®.
Brandon Smith, Cfp® previously worked as Financial Advisor | Planner at Professional Financial Management, Inc and M&A Analyst at Oracle. Brandon Smith, Cfp® holds Bachelor Of Science - Bs, Accounting, Finance from University Of Southern Indiana.
Company email context
Email format at Professional Financial Management, Inc
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*@profinancialmgmt.com
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AeroLeads found 1 current-domain work email signal for Brandon Smith, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Brandon Smith, Cfp®
I have a strong desire for improving the lives of others and feel business is indeed personal. My work allows me to help individuals and their families navigate uncertainties surrounding a very personal element of their lives—money. I believe in a transparent and uncomplicated approach as an advisor, helping my clients reduce stress and realize their life goals. Working at a fee-only fiduciary firm, I am proud of the work we do and look forward to cultivating intentional relationships.Outside the office, I enjoy exploring the great state of Montana with my family. From the Southwestern mountains to the Northeastern prairies, I find solace in the beauty of nature. In the evenings you may find us working in the garden, on a local trail or spooking trout.
Listed skills include Financial Analysis, Asset Management, Financial Planning, Wealth Management, and 11 others.
Current workplace
Brandon Smith, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Professional Financial Management, Inc
AeroLeads page
6 roles · 23 years
Brandon Smith, Cfp® work experience
A career timeline built from the work history available for this profile.
M&A Analyst
Sep 2013 - Nov 2014
M&A Accountant
Jan 2012 - Sep 2013
Revenue Accountant
- RightNow Technologies Acquired by Oracle Jan. 2012.- Responsible for global service revenue recognition and ongoing audit relations;
Feb 2011 - Jan 2012
Commercial Real Estate Analyst, Corporate
- Maximized credit quality and minimized risk and loss potential for the commercial real estate, land acquisition & development and homebuilder construction portfolios through the Great Recession.
2008 - Feb 2011
Intern
2004 - 2005
~1 yr
3 education records
Brandon Smith, Cfp® education
Bachelor Of Science - Bs, Accounting, Finance
University Of Southern Indiana
Master Of Science - Ms, Personal Financial Planning
College For Financial Planning
Graduate Coursework, Business Administration And Management, General
The University Of Montana - College Of Business
FAQ
Frequently asked questions about Brandon Smith, Cfp®
Quick answers generated from the profile data available on this page.
What company does Brandon Smith, Cfp® work for?
Brandon Smith, Cfp® works for Professional Financial Management, Inc.
What is Brandon Smith, Cfp®'s role at Professional Financial Management, Inc?
Brandon Smith, Cfp® is listed as Financial Advisor | Planner. ⏳ Sharing passion for life through strategic planning and guidance @ Professional Financial Management, Inc. at Professional Financial Management, Inc.
What is Brandon Smith, Cfp®'s email address?
AeroLeads has found 1 work email signal at @profinancialmgmt.com for Brandon Smith, Cfp® at Professional Financial Management, Inc.
Where is Brandon Smith, Cfp® based?
Brandon Smith, Cfp® is based in Bozeman, Montana, United States while working with Professional Financial Management, Inc.
What companies has Brandon Smith, Cfp® worked for?
Brandon Smith, Cfp® has worked for Professional Financial Management, Inc, Oracle, Rightnow, Wafd Bank, and Pettinga Financial Advisors.
How can I contact Brandon Smith, Cfp®?
You can use AeroLeads to view verified contact signals for Brandon Smith, Cfp® at Professional Financial Management, Inc, including work email, phone, and LinkedIn data when available.
What schools did Brandon Smith, Cfp® attend?
Brandon Smith, Cfp® holds Bachelor Of Science - Bs, Accounting, Finance from University Of Southern Indiana.
What skills is Brandon Smith, Cfp® known for?
Brandon Smith, Cfp® is listed with skills including Financial Analysis, Asset Management, Financial Planning, Wealth Management, Strategic Planning, Financial Services, Revenue Recognition, and Mergers And Acquisitions.
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