Chad Smith

Chad Smith Email and Phone Number

Partner and Certified Financial Planner (CFP®) @ RSF Wealth Management
Houston, TX, US
Chad Smith's Location
Houston, Texas, United States, United States
About Chad Smith

Expert guidance for a lifetime of financial security—that’s what we seek to provide to every client we serve at RSF Wealth Management. Solution-focused and future-oriented, we build enduring relationships with clients to help them achieve their financial goals. From a young age, I knew I wanted to combine my natural talent for financial analysis with my passion for helping others. After graduating with a degree in economics from Texas A&M University, I began vetting and interviewing with nearly every major financial institution. I knew I had found my place when I discovered Northwestern Mutual. The firm’s rare blend of best-in-class solutions and sharp, purpose-oriented people drew me in more than a decade ago and has kept me here ever since. At the start of my career, I was lucky enough to find a mentor and friend in Keith Rollins. A few years later, we recognized that we could each serve our clients better as a team. Now, through RSF Wealth Management, a Northwestern Mutual Private Client Group, we are united in our commitment to providing comprehensive financial planning for clients in and far beyond the Greater Houston area. Our approach is both personal and analytical in nature. We know that every client has unique dreams and ambitions for the future, so we seek to understand those and craft a solutions-based plan to achieve them. Whether our clients are business owners, entrepreneurs, or high net worth individuals, our focus is building holistic financial plans with an emphasis on tax, estate, and wealth strategies.To learn more about me and our team, please visit www.rsfwealthmanagement.com.Our Specialties: Financial Strategy | Comprehensive Financial Planning | Investments | Portfolio Management | Estate Planning | Life Insurance Planning | Family Financial Planning

Chad Smith's Current Company Details
RSF Wealth Management

Rsf Wealth Management

View
Partner and Certified Financial Planner (CFP®)
Houston, TX, US
Employees:
10
Chad Smith Work Experience Details
  • Rsf Wealth Management
    Partner And Certified Financial Planner (Cfp®)
    Rsf Wealth Management
    Houston, Tx, Us
  • Rsf Wealth Management
    Partner & Certified Financial Planner (Cfp®)
    Rsf Wealth Management Jan 2019 - Present
    At RSF Wealth Management, we build multigenerational client relationships to support lifelong financial security. We walk alongside clients throughout every season of life and provide expert guidance as they navigate financial decisions. Investments and insurance plans hold some value on their own, but truly being prepared for the future requires an integrated financial plan. That’s why our team at RSF Wealth Management goes beyond solutions to craft comprehensive financial roadmap tailored to each client’s unique needs and goals. We strive to ensure that each client is equipped with the education, support, and direction to address and adapt to circumstances both expected and unforeseen. RSF Wealth Management continuously aims to raise the bar and help our clients maintain relevance in an ever-changing market, utilizing innovative solutions that include world-class insurance services and internationally recognized investment products. As a Northwestern Mutual Private Client Group, we offer a premier tier of comprehensive financial services tailored to the discerning client. We’re proud to serve many clients local to the Houston area, as well as those located throughout the country. We believe success starts with strong partnerships, and we’ve built our business upon this premise. My partner Keith Rollins and I started RSF Wealth Management on a foundation of friendship and many years of shared clients. Our unique skillsets complement each other and elevate the planning experience we’re able to offer our clients. Each member of our talented team shares our vision to offer the best possible service to the individuals and families we serve. To learn more about us visit www.rsfwealthmanagement.com or contact me at 713-972-8027.
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual 2008 - Present
    Houston, Texas, United States

Chad Smith Education Details

Frequently Asked Questions about Chad Smith

What company does Chad Smith work for?

Chad Smith works for Rsf Wealth Management

What is Chad Smith's role at the current company?

Chad Smith's current role is Partner and Certified Financial Planner (CFP®).

What schools did Chad Smith attend?

Chad Smith attended Texas A&m University.

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