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Hal Smith, Cdfa®, Nssa®, Ltcp is listed as Senior Wealth Advisor at Beacon Pointe Advisors at Beacon Pointe, based in Pasadena, California, United States. AeroLeads shows a matched LinkedIn profile for Hal Smith, Cdfa®, Nssa®, Ltcp.
Hal Smith, Cdfa®, Nssa®, Ltcp previously worked as Senior Wealth Advisor at Beacon Pointe and Senior Wealth Manager, Managing Director at Bridge Advisory, Llc. Hal Smith, Cdfa®, Nssa®, Ltcp holds Bachelor Of Arts (B.A.), Business Economics And Psychology from University Of Georgia.
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I help high-net-worth individuals and families make the most informed decisions related to their wealth, coordinating all areas of investment management and financial planning to create and implement cohesive life plans for my clients.Beacon Pointe Advisors is a wealth advisory consulting firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, high-net-worth individuals and families set and meet their financial goals. We focus on full-service financial planning and research-driven investments.Specialties: Wealth Management, Investment Consulting, Retirement Readiness Planning, Education Cost Planning, Strategic Tax & Estate Planning, Career & Business Planning, Life Changes & Milestones, Values-Based and Impact Investing
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Newport Beach, California, US
On September 30, 2024, Bridge Advisory, LLC joined Beacon Pointe Advisors. Beacon Pointe Advisors is a registered investment advisory firm that takes a comprehensive approach to helping endowments and foundations, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full-service financial.
Pasadena, California, US
Bridge Advisory, formerly known as Penniall & Associates, Inc.Bridge Advisory is a family run firm with over a 35-year legacy in Pasadena, California now serving clients spanning four generations and that reside across the country. At our core, we believe in improving the lives of those we serve, by providing comprehensive wealth management services.
Acts as consultant by helping companies with retail strategy and designing "client centric" procedures.
Boston, MA, US
Responsible for all facets of Branch sales, operations and regulatory considerations for Southern California "Flagship" office. Developed team into a High Net Worth/ Ultra High Net Worth asset gathering, financial planning, customer and compliance focused team.
Boston, MA, US
Led and managed market wide projects for Market Manager while assisting in managing 2 Investor Centers
Boston, MA, US
Development, management and retention of 500 High net Worth Households to increase assets, revenues and profitability through financial planning.
Held general manager role responsible for all aspects of the business. Primary focus on asset growth and sales of fee-based financial services. Region consisted of nine branch locations in Southern California, 70 total employees, and $18,000,000,000 in client assets. Achieved Platinum and Chairman's Club.
Westlake, Texas, US
Held general manager role for two to four branches. Primary focus on asset growth and implementing "Schwab Advice" into branch network. Trained Regions employees to deliver "Schwab Advice".Enabled 3 branches to achieve Chairman's Club.
Westlake, Texas, US
Held responsibility for all facets of branch sales, operations, and regulatory considerations. Achieved most improved branch in network of 300 branches in 1995 and won Chairman’s Club. Received branch and leader of the year honors for the branch network in 1996.
Westlake, Texas, US
Drove performance of team of regional sales specialists and provided ongoing sales coaching to 25 branch managers in Southern California. As a Certified Master Trainer for the Professional Selling Skills (PSS) sales training program, conducted numerous sales training courses.
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Hal Smith, Cdfa®, Nssa®, Ltcp works for Beacon Pointe.
Hal Smith, Cdfa®, Nssa®, Ltcp is listed as Senior Wealth Advisor at Beacon Pointe Advisors at Beacon Pointe.
Hal Smith, Cdfa®, Nssa®, Ltcp is based in Pasadena, California, United States while working with Beacon Pointe.
Hal Smith, Cdfa®, Nssa®, Ltcp has worked for Beacon Pointe, Bridge Advisory, Llc, Oakwood Capital Management Llc, Hsmith Consulting, and Fidelity Investments.
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Hal Smith, Cdfa®, Nssa®, Ltcp holds Bachelor Of Arts (B.A.), Business Economics And Psychology from University Of Georgia.
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