Brandon  Smith, Cfp®

Brandon Smith, Cfp® Email and Phone Number

Financial Advisor | Planner. ⏳ Sharing passion for life through strategic planning and guidance @ Professional Financial Management, Inc. @ Professional Financial Management, Inc
Brandon Smith, Cfp®'s Location
Bozeman, Montana, United States, United States
Brandon Smith, Cfp®'s Contact Details

Brandon Smith, Cfp® work email

Brandon Smith, Cfp® personal email

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.

Brandon Smith, Cfp®'s Current Company Details
Professional Financial Management, Inc

Professional Financial Management, Inc

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Financial Advisor | Planner. ⏳ Sharing passion for life through strategic planning and guidance @ Professional Financial Management, Inc.
Brandon Smith, Cfp® Work Experience Details
  • Professional Financial Management, Inc
    Financial Advisor | Planner
    Professional Financial Management, Inc Nov 2014 - Present
    Bozeman, Montana, Us
    - Independent RIA, fee-only financial planning & investment advisory- Fiduciary standard of care- Evidence-based investing
  • Oracle
    M&A Analyst
    Oracle Sep 2013 - Nov 2014
    Austin, Texas, Us
  • Oracle
    M&A Accountant
    Oracle Jan 2012 - Sep 2013
    Austin, Texas, Us
  • Rightnow
    Revenue Accountant
    Rightnow Feb 2011 - Jan 2012
    Bozeman, Mt, Us
    - RightNow Technologies Acquired by Oracle Jan. 2012.- Responsible for global service revenue recognition and ongoing audit relations;
  • Wafd Bank
    Commercial Real Estate Analyst, Corporate
    Wafd Bank 2008 - Feb 2011
    Seattle, 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.
  • Pettinga Financial Advisors
    Intern
    Pettinga Financial Advisors 2004 - 2005
    Evansville, In, Us

Brandon Smith, Cfp® Skills

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 Leadership Cloud Applications Series 65

Brandon Smith, Cfp® Education Details

  • University Of Southern Indiana
    University Of Southern Indiana
    Finance
  • College For Financial Planning
    College For Financial Planning
    Personal Financial Planning
  • The University Of Montana - College Of Business
    The University Of Montana - College Of Business
    General

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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