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@thecapgroup.com
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3 phones found area 804
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LinkedIn matched
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Mark G. Smith, Cpa, Cfp®, Chfc® is listed as Independent Financial Advisor at Vision Wealth Planning, LLC, based in Glen Allen, Virginia, United States. AeroLeads shows a work email signal at thecapgroup.com, phone signal with area code 804, and a matched LinkedIn profile for Mark G. Smith, Cpa, Cfp®, Chfc®.
Mark G. Smith, Cpa, Cfp®, Chfc® previously worked as Managing Principal at Capgroup Advisors, Llc and Director of Technical Services at Bcg Companies. Mark G. Smith, Cpa, Cfp®, Chfc® holds Bachelors, Accounting from Virginia Commonwealth University - School Of Business.
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AeroLeads found 1 current-domain work email signal for Mark G. Smith, Cpa, Cfp®, Chfc®. Compare company email patterns before reaching out.
P: 804-368-0854 | C: 804-514-5046 | E: mark@vwplanning.com I have 25+ years experience helping clients progress toward their financial goals by combining sophisticated financial planning with expert investment management solutions that are always tied together to ensure the highest probability of successful financial outcomes.Specialties: 1. Organize client's financial life with coordinated on-line tools... the most important step in gaining & maintaining control and making good decisions.2. Interactively with client, provide realistic planning projections and recommendations around client goals.3. Utilize tax location across taxable and non-taxable accounts to minimize taxes.4. Coordinate cash flow requirements between client portfolios.5. Review estate planning strategies.6. Explore charitable giving strategies.7. Review and recommend asset protection tools (e.g. life insurance, LTC insurance).8. Interact with the client’s tax and legal advisors to synchronize advice.
Listed skills include Strategic Financial Planning, Portfolio Management, Estate Planning, Personal Tax Planning, and 9 others.
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Richmond, Virginia Area
Vision Wealth Planning, LLC exists to meet the wealth management goals of individuals and families. To accomplish this objective, we combine sophisticated financial planning with expert investment management solutions that are always tied together to ensure the highest probability of successful financial outcomes.
Richmond, Virginia Area
Worked with select high net worth individuals and families in providing comprehensive wealth management services. Served on firm's Executive Committee as the Managing Principal of the Private Client Practice.
Richmond, Virginia Area
Worked with high net worth individuals to design sophisticated estate plans using life insurance. Also worked with corporate clients on the design of executive benefit plans funded with life insurance.
Richmond, Virginia Area
Supported four distribution channels with advanced planning techniques and general tax planning. Included phone consultations, seminar presentations and periodic bulletins.
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Mark G. Smith, Cpa, Cfp®, Chfc® works for Vision Wealth Planning, LLC.
Mark G. Smith, Cpa, Cfp®, Chfc® is listed as Independent Financial Advisor at Vision Wealth Planning, LLC.
AeroLeads has found 1 work email signal at @thecapgroup.com for Mark G. Smith, Cpa, Cfp®, Chfc® at Vision Wealth Planning, LLC.
AeroLeads has found 3 phone signal(s) with area code 804 for Mark G. Smith, Cpa, Cfp®, Chfc® at Vision Wealth Planning, LLC.
Mark G. Smith, Cpa, Cfp®, Chfc® is based in Glen Allen, Virginia, United States while working with Vision Wealth Planning, LLC.
Mark G. Smith, Cpa, Cfp®, Chfc® has worked for Vision Wealth Planning, Llc, Capgroup Advisors, Llc, Bcg Companies, and Life Of Virgina/Ge Capital.
You can use AeroLeads to view verified contact signals for Mark G. Smith, Cpa, Cfp®, Chfc® at Vision Wealth Planning, LLC, including work email, phone, and LinkedIn data when available.
Mark G. Smith, Cpa, Cfp®, Chfc® holds Bachelors, Accounting from Virginia Commonwealth University - School Of Business.
Mark G. Smith, Cpa, Cfp®, Chfc® is listed with skills including Strategic Financial Planning, Portfolio Management, Estate Planning, Personal Tax Planning, Goal Analysis, Risk Management, Asset Management, and Wealth Management Services.
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