AeroLeads people directory · profile
David Smith, Phd, Cfp® Email & Phone Number
Professor, Financial Planning
at
Western Carolina University
1 work email found
@allstate.com
4 phones found area 619, 801, and 877
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Professor, Financial Planning
Location
Asheville, North Carolina, United States
Who is David Smith, Phd, Cfp®? Overview
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Quick answer
David Smith, Phd, Cfp® is listed as Professor, Financial Planning at Western Carolina University, based in Asheville, North Carolina, United States. AeroLeads shows a work email signal at allstate.com, phone signal with area code 619, 801, 877, and a matched LinkedIn profile for David Smith, Phd, Cfp®.
David Smith, Phd, Cfp® previously worked as University Faculty, Financial Planning and Behavioral Finance at Western Carolina University and Medicare Insurance Specialist at Calmedicare.Info. David Smith, Phd, Cfp® holds Bachelor Of Arts, Economics from Harvard University.
Company email context
Email format at Western Carolina University
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*@allstate.com
68% confidence
AeroLeads found 1 current-domain work email signal for David Smith, Phd, Cfp®. Compare company email patterns before reaching out.
Profile bio
About David Smith, Phd, Cfp®
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.
Listed skills include Retirement Planning, Insurance, Estate Planning, Financial Services, and 13 others.
Current workplace
David Smith, Phd, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
11 roles · 28 years
David Smith, Phd, Cfp® work experience
A career timeline built from the work history available for this profile.
University Faculty, Financial Planning And Behavioral Finance
CurrentWCU 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
May 2022 - Present
Medicare Insurance Specialist
Current
Calmedicare.Info
I 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.
Jan 2017 - Present
Travel Agency Owner And Ocean Adventure Planner
Current
Smith Ocean Adventure Travel
Jul 2020 - Present
President
Current
Oahu Adventures Foundation, Inc.
Jan 2005 - Present
Regional Vice President
Aig Insured Solutions Group - American General - Advisor Insurance Solutions Center (Aisc)
Until 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.
Sep 2013 - Apr 2016
External Life Wholesaler / Regional Vice President
Point 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.
Nov 2010 - Aug 2013
Regional Director / External Life Wholesaler
Succesfully 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
Jul 2008 - Nov 2010
Vice President
Life Insurance Wholesaling
American General, AXA, Sun Life, Crump
2000 - 2007
~7 yrs
National Sales Manager / Design
Clark/Bardes
Managed the design department, try to corral the sales team, and built variable life products with carrier partners
1999 - 2000
~1 yr
Eagle Scout
Troop 117 Crater Lake Council
Of course, once an Eagle always an Eagle!
May 1972 - May 1975
5 education records
David Smith, Phd, Cfp® education
Bachelor Of Arts, Economics
Harvard University
Clu, Chfc, Casl, Cfp Certifications, Financial Planning And Services
The American College Of Financial Services
Master Of Science In Financial Services - Msfs, Financial Planning And Services
The American College Of Financial Services
Master Of Science In Management - Msm, Business Administration And Management
The American College Of Financial Services
Doctor Of Philosophy (Ph.D.), Business Administration And Management, General
Northcentral University
FAQ
Frequently asked questions about David Smith, Phd, Cfp®
Quick answers generated from the profile data available on this page.
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 Western Carolina University?
David Smith, Phd, Cfp® is listed as Professor, Financial Planning at Western Carolina University.
What is David Smith, Phd, Cfp®'s email address?
AeroLeads has found 1 work email signal at @allstate.com for David Smith, Phd, Cfp® at Western Carolina University.
What is David Smith, Phd, Cfp®'s phone number?
AeroLeads has found 4 phone signal(s) with area code 619, 801, 877 for David Smith, Phd, Cfp® at Western Carolina University.
Where is David Smith, Phd, Cfp® based?
David Smith, Phd, Cfp® is based in Asheville, North Carolina, United States while working with Western Carolina University.
What companies has David Smith, Phd, Cfp® worked for?
David Smith, Phd, Cfp® has worked for Western Carolina University, Calmedicare.Info, Smith Ocean Adventure Travel, Oahu Adventures Foundation, Inc., and Aig Insured Solutions Group - American General - Advisor Insurance Solutions Center (Aisc).
How can I contact David Smith, Phd, Cfp®?
You can use AeroLeads to view verified contact signals for David Smith, Phd, Cfp® at Western Carolina University, including work email, phone, and LinkedIn data when available.
What schools did David Smith, Phd, Cfp® attend?
David Smith, Phd, Cfp® holds Bachelor Of Arts, Economics from Harvard University.
What skills is David Smith, Phd, Cfp® known for?
David Smith, Phd, Cfp® is listed with skills including Retirement Planning, Insurance, Estate Planning, Financial Services, Fixed Annuities, Financial Planning, Life Insurance, and Securities.
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