AeroLeads people directory · profile
Kevin Smith, Cfp® Email & Phone Number
Financial Advisor
at
Wealth Enhancement Group
2 work emails found
@vanguard.com
1 phone found area 302
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
West Chester, Pennsylvania, United States
Who is Kevin Smith, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Kevin Smith, Cfp® is listed as Financial Advisor at Wealth Enhancement Group, based in West Chester, Pennsylvania, United States. AeroLeads shows a work email signal at vanguard.com, phone signal with area code 302, and a matched LinkedIn profile for Kevin Smith, Cfp®.
Kevin Smith, Cfp® previously worked as Internal Regional Consultant at Vanguard and Senior Financial Advisor at Vanguard. Kevin Smith, Cfp® holds Bachelor Of Science (B.S.), Finance, General from Immaculata University.
Company email context
Email format at Wealth Enhancement Group
This section adds company-level context without repeating Kevin Smith, Cfp®'s masked contact details.
*@vanguard.com
71% confidence
AeroLeads found 2 current-domain work email signals for Kevin Smith, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Kevin Smith, Cfp®
Kevin Smith, Cfp® is a Financial Advisor at Wealth Enhancement Group. He possess expertise in accounting, microsoft office, accounts payable, financial statements, financial accounting and 18 more skills.
Listed skills include Accounting, Microsoft Office, Accounts Payable, Financial Statements, and 19 others.
Current workplace
Kevin Smith, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles
Kevin Smith, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships.Advisory services offered through Wealth Enhancement Advisory Services, LLC a registered investment advisor and affiliate of Wealth Enhancement Group.
Internal Regional Consultant
Jan 2024 - Jul 2024
Senior Financial Advisor
Jun 2021 - Jan 2024
Lead Planner
Oct 2020 - Jun 2021
Financial Advisor
Jul 2015 - Oct 2020
Nov 2013 - Jul 2015
Investment Accountant
Bank Of New York Mellon
May 2013 - Nov 2013
Accounting Assistant
Tullio Falini Cpa
Dec 2010 - May 2013
1 education record
Kevin Smith, Cfp® education
FAQ
Frequently asked questions about Kevin Smith, Cfp®
Quick answers generated from the profile data available on this page.
What company does Kevin Smith, Cfp® work for?
Kevin Smith, Cfp® works for Wealth Enhancement Group.
What is Kevin Smith, Cfp®'s role at Wealth Enhancement Group?
Kevin Smith, Cfp® is listed as Financial Advisor at Wealth Enhancement Group.
What is Kevin Smith, Cfp®'s email address?
AeroLeads has found 2 work email signals at @vanguard.com for Kevin Smith, Cfp® at Wealth Enhancement Group.
What is Kevin Smith, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 302 for Kevin Smith, Cfp® at Wealth Enhancement Group.
Where is Kevin Smith, Cfp® based?
Kevin Smith, Cfp® is based in West Chester, Pennsylvania, United States while working with Wealth Enhancement Group.
What companies has Kevin Smith, Cfp® worked for?
Kevin Smith, Cfp® has worked for Wealth Enhancement Group, Vanguard, Facet Wealth, Bank Of New York Mellon, and Tullio Falini Cpa.
How can I contact Kevin Smith, Cfp®?
You can use AeroLeads to view verified contact signals for Kevin Smith, Cfp® at Wealth Enhancement Group, including work email, phone, and LinkedIn data when available.
What schools did Kevin Smith, Cfp® attend?
Kevin Smith, Cfp® holds Bachelor Of Science (B.S.), Finance, General from Immaculata University.
What skills is Kevin Smith, Cfp® known for?
Kevin Smith, Cfp® is listed with skills including Accounting, Microsoft Office, Accounts Payable, Financial Statements, Financial Accounting, Finance, Bank Reconciliation, and Data Entry.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Kevin Smith, Cfp® you were looking for.
View similar profiles
