David Smith, Phd, Cfp® Email and Phone Number
David Smith, Phd, Cfp® work email
- Valid
David Smith, Phd, Cfp® personal email
- Valid
David Smith, Phd, Cfp® phone numbers
For 40 years, an insured solutions expert helping clients and advisors in risk management. While still working as a Medicare specialist, I have founded Smith Ocean Adventure Travel to bring clients to ultra-lux destinations for Ocean Adventures such as scuba, sailing, deep-sea fishing, etc. www.oceanadventure.netI teach Behavioral Finance and work with students in the CFP® education track at Western Carolina University. Truly a great retirement gig. The students and colleagues are great, as is the campus.
-
Professor, Financial PlanningWestern Carolina UniversityAsheville, Nc, Us
-
University Faculty, Financial Planning And Behavioral FinanceWestern Carolina University May 2022 - PresentCullowhee, Nc, UsWCU has a CFP®Board-approved course of study in NC. The classes are online and on ground. https://www.wcu.edu/learn/programs/finance-bsba/index.aspx
-
Medicare Insurance SpecialistCalmedicare.Info Jan 2017 - PresentI work with clients of financial advisors specifically regarding their Medicare options. Especially when turning 65, there are many issues to work through that clients haven't had to discuss as their HR department took care of so much.
-
Travel Agency Owner And Ocean Adventure PlannerSmith Ocean Adventure Travel Jul 2020 - Present
-
PresidentOahu Adventures Foundation, Inc. Jan 2005 - Present
-
Regional Vice PresidentAig Insured Solutions Group - American General - Advisor Insurance Solutions Center (Aisc) Sep 2013 - Apr 2016Until April 2016,multi-carrier representative employed by AIG's wholly owned brokerage general agency, Advisor Insurance Solutions Center. I met or exceeded goals providing product support, wholesaling, individual client consultation, training, and concept support to Edward Jones, SagePoint, Woodbury, FSC, Royal Alliance, and VALIC advisors.. #1 producer 2014... #2 2015.
-
External Life Wholesaler / Regional Vice PresidentPrudential Financial Nov 2010 - Aug 2013Newark, New Jersey, UsPoint of Sales Support for clients of Prudential Financial. Met or exceeded goals working with Prudential career field force and Edward Jones advisors. Citation winner 2012. -
Regional Director / External Life WholesalerLincoln Financial Distributors Jul 2008 - Nov 2010Radnor, Pa, UsSuccesfully sold life insurance through financial advisors in Merrill Lynch, Smith Barney, Morgan Stanley, SmithBarneyMorganStanley. Point of Sales Specialist with emphasis on Estate Planning, Wealth Transfer, Survivor Income Planning -
Vice PresidentLife Insurance Wholesaling 2000 - 2007American General, AXA, Sun Life, Crump
-
National Sales Manager / DesignClark/Bardes 1999 - 2000Managed the design department, try to corral the sales team, and built variable life products with carrier partners
-
Eagle ScoutTroop 117 Crater Lake Council May 1972 - May 1975Of course, once an Eagle always an Eagle!
David Smith, Phd, Cfp® Skills
David Smith, Phd, Cfp® Education Details
-
Harvard UniversityEconomics -
The American College Of Financial ServicesFinancial Planning And Services
-
The American College Of Financial ServicesFinancial Planning And Services
-
The American College Of Financial ServicesBusiness Administration And Management
-
Northcentral UniversityGeneral
Frequently Asked Questions about David Smith, Phd, Cfp®
What company does David Smith, Phd, Cfp® work for?
David Smith, Phd, Cfp® works for Western Carolina University
What is David Smith, Phd, Cfp®'s role at the current company?
David Smith, Phd, Cfp®'s current role is Professor, Financial Planning.
What is David Smith, Phd, Cfp®'s email address?
David Smith, Phd, Cfp®'s email address is ka****@****hoo.com
What is David Smith, Phd, Cfp®'s direct phone number?
David Smith, Phd, Cfp®'s direct phone number is +161932*****
What schools did David Smith, Phd, Cfp® attend?
David Smith, Phd, Cfp® attended Harvard University, The American College Of Financial Services, The American College Of Financial Services, The American College Of Financial Services, Northcentral University.
What are some of David Smith, Phd, Cfp®'s interests?
David Smith, Phd, Cfp® has interest in Skiing, Environment, Education, Camping, Reading Fiction And Biographies.
What skills is David Smith, Phd, Cfp® known for?
David Smith, Phd, Cfp® has skills like Retirement Planning, Insurance, Estate Planning, Financial Services, Fixed Annuities, Financial Planning, Life Insurance, Securities, Series 7, Wealth Management, Wealth, Asset Managment.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial