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Kameron Smith, Cfp® is listed as Fee-Only Wealth Advisor | Fiduciary - I create personalized life plans to empower you in achieving financial aspirations and thriving on life's journey at Parallel Advisors, LLC, a company with 65 employees, based in Troy, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Kameron Smith, Cfp®.
Kameron Smith, Cfp® previously worked as Wealth Advisor at Parallel Advisors, Llc and Financial Strategist at Mckinley Carter Wealth Services. Kameron Smith, Cfp® holds Bachelor Of Science (B.S.), Financial Planning And Services from Wright State University.
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As a seasoned fee-only financial advisor with over a decade of experience, I am dedicated to crafting personalized financial life plans that empower individuals to achieve their long-term goals. My approach goes beyond mere financial management; it's about understanding the unique aspirations and challenges of each client to provide comprehensive solutions tailored to their needs.As a CERTIFIED FINANCIAL PLANNER™, I bring a wealth of expertise in financial planning, investment strategies, and wealth management. My commitment to ongoing education and professional development ensures that I stay abreast of the latest industry trends and best practices, enabling me to deliver the highest standard of service to my clients.What sets me apart is my genuine interest in my clients' well-being. I believe that true financial planning extends beyond numbers and charts—it's about understanding the intricacies of your life, your values, and your aspirations. I take the time to build meaningful relationships with my clients, earning their trust through transparency, empathy, and integrity.Whether you're planning for retirement, saving for your children's education, or navigating life's unexpected twists and turns, I am here to guide you every step of the way. Let's embark on this journey together and turn your financial goals into reality.
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Dayton, Ohio, United States
Parallel Advisors is a registered, independent wealth management firm serving individuals, families, retirement plans, family offices, and foundations.We specialize in comprehensive financial planning designed to help our clients accomplish their financial goals. Our expertise includes portfolio construction, asset management, estate and wealth transfer.
Dayton, Ohio, United States
As a Financial Strategist at McKinley Carter, I had the privilege of guiding over 100 families/individuals on their journey to financial success. In this role, I served as a trusted advisor helping clients build and accumulate wealth while staying true to their financial objectives.Key Responsibilities:Wealth Accumulation and Goal Tracking: Implemented.
At LifePlan, I transitioned into a leadership role, taking charge of financial planning and investment management for over 100 families and individuals. With a focus on client-centric solutions, I specialized in estate planning, insurance strategies, and investment allocation while driving internal process enhancements and technological advancements.Key.
Miamisburg, Ohio
During my formative years at LifePlan, I collaborated closely with a lead advisor, jointly managing over 200 clients. While my primary focus was on enhancing clients' financial foundations through estate planning, insurance planning, and investment planning, I played a supportive role in investment strategy and financial plan development.Key.
- Gather information and construct personal financial statements- Review and analyze information provided by clients- Use of financial planning software to help make recommendations- Inform clients of terms, facts, concepts, and theories in financial planning
Miamisburg, Ohio
During my college years, I dedicated 30-40 hours per week to Sherwin Williams, where I served as a Sales Associate and participated in their Internship program for 2 years. As a key holder and trusted team member, I engaged with retail and residential repaint customers daily, mixed and prepared orders, and managed weekly inventory orders through the STAR.
Other employees you can reach at paralleladvisors.com. View company contacts for 65 employees →
Matt Clements
Colleague at Parallel Advisors, LlcSan Francisco, California, United States, United States
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Bob Higgins
Colleague at Parallel Advisors, LlcSan Francisco, California, United States, United States
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Fritz Linkner, Cfa
Colleague at Parallel Advisors, LlcSan Francisco, California, United States, United States
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Shannon Stone, Cfp®, Ricp®, Cdfa®
Colleague at Parallel Advisors, LlcSan Francisco Bay Area, United States
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John Stull
Colleague at Parallel Advisors, LlcPhoenix, Arizona, United States, United States
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RJ
Ramon J. Polin, Jd, Aif
Colleague at Parallel Advisors, LlcSan Francisco, California, United States, United States
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Kenny Cheek
Colleague at Parallel Advisors, LlcSan Diego, California, United States, United States
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KG
Knud Gotterup, Aams®, Aif®
Colleague at Parallel Advisors, LlcSan Francisco, California, United States, United States
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GJ
Gray Jaggers
Colleague at Parallel Advisors, LlcSan Francisco Bay Area, United States
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MC
Melissa Cheong
Colleague at Parallel Advisors, LlcSan Francisco Bay Area, United States
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Quick answers generated from the profile data available on this page.
Kameron Smith, Cfp® works for Parallel Advisors, LLC.
Kameron Smith, Cfp® is listed as Fee-Only Wealth Advisor | Fiduciary - I create personalized life plans to empower you in achieving financial aspirations and thriving on life's journey at Parallel Advisors, LLC.
Kameron Smith, Cfp® is based in Troy, Ohio, United States while working with Parallel Advisors, LLC.
Kameron Smith, Cfp® has worked for Parallel Advisors, Llc, Mckinley Carter Wealth Services, Lifeplan Financial Group, Inc., and Sherwin Williams.
Kameron Smith, Cfp®'s colleagues at Parallel Advisors, LLC include Matt Clements, Bob Higgins, Fritz Linkner, Cfa, Shannon Stone, Cfp®, Ricp®, Cdfa®, and John Stull.
You can use AeroLeads to view verified contact signals for Kameron Smith, Cfp® at Parallel Advisors, LLC, including work email, phone, and LinkedIn data when available.
Kameron Smith, Cfp® holds Bachelor Of Science (B.S.), Financial Planning And Services from Wright State University.
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