Brandon Smith, Cfp® Email and Phone Number
Brandon Smith, Cfp® work email
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Brandon Smith, Cfp® personal email
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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.
Professional Financial Management, Inc
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Financial Advisor | PlannerProfessional Financial Management, Inc Nov 2014 - PresentBozeman, Montana, Us- Independent RIA, fee-only financial planning & investment advisory- Fiduciary standard of care- Evidence-based investing -
M&A AnalystOracle Sep 2013 - Nov 2014Austin, Texas, Us -
M&A AccountantOracle Jan 2012 - Sep 2013Austin, Texas, Us -
Revenue AccountantRightnow Feb 2011 - Jan 2012Bozeman, Mt, Us- RightNow Technologies Acquired by Oracle Jan. 2012.- Responsible for global service revenue recognition and ongoing audit relations; -
Commercial Real Estate Analyst, CorporateWafd Bank 2008 - Feb 2011Seattle, Washington, Us- 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. -
InternPettinga Financial Advisors 2004 - 2005Evansville, In, Us
Brandon Smith, Cfp® Skills
Brandon Smith, Cfp® Education Details
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University Of Southern IndianaFinance -
College For Financial PlanningPersonal Financial Planning -
The University Of Montana - College Of BusinessGeneral
Frequently Asked Questions about Brandon Smith, Cfp®
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 the current company?
Brandon Smith, Cfp®'s current role is Financial Advisor | Planner. ⏳ Sharing passion for life through strategic planning and guidance @ Professional Financial Management, Inc..
What is Brandon Smith, Cfp®'s email address?
Brandon Smith, Cfp®'s email address is br****@****ail.com
What schools did Brandon Smith, Cfp® attend?
Brandon Smith, Cfp® attended University Of Southern Indiana, College For Financial Planning, The University Of Montana - College Of Business.
What are some of Brandon Smith, Cfp®'s interests?
Brandon Smith, Cfp® has interest in Fly Fishing, Trail Running, Skiing, Strategic Planning And Analysis, Mountain Climbing.
What skills is Brandon Smith, Cfp® known for?
Brandon Smith, Cfp® has skills like Financial Analysis, Asset Management, Financial Planning, Wealth Management, Strategic Planning, Financial Services, Revenue Recognition, Mergers And Acquisitions, Credit Analysis, Credit Risk, Commercial Banking, Software As A Service.
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