Founder And Lead Advisor
Current
Apr 2019 - Present
AeroLeads people directory · profile
Matt Smith, Cfa®, Cfp® Email & Phone Number
Financial Planning for BigLaw Attorneys
at
Concert Financial Planning, LLC
1 work email found
@wisdomtree.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planning for BigLaw Attorneys
Location
Houston, Texas, United States
Who is Matt Smith, Cfa®, Cfp®? Overview
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Quick answer
Matt Smith, Cfa®, Cfp® is listed as Financial Planning for BigLaw Attorneys at Concert Financial Planning, LLC, based in Houston, Texas, United States. AeroLeads shows a work email signal at wisdomtree.com and a matched LinkedIn profile for Matt Smith, Cfa®, Cfp®.
Matt Smith, Cfa®, Cfp® previously worked as Founder and Lead Advisor at Concert Financial Planning, Llc and Director at Wisdomtree Asset Management. Matt Smith, Cfa®, Cfp® holds B.A., Economics from The University Of Texas At Austin.
Company email context
Email format at Concert Financial Planning, LLC
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*@wisdomtree.com
68% confidence
AeroLeads found 1 current-domain work email signal for Matt Smith, Cfa®, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Matt Smith, Cfa®, Cfp®
I am the Founder of Concert Financial Planning, LLC, a fee-only Registered Investment Advisor (RIA) that is designed to serve BigLaw Attorneys. We help our clients build a financial bedrock upon which they can grow their family, own their career, and follow their passions.CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” The use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.
Listed skills include Financial Planning, Investment Advisory, Wealth Management, Financial Advisory, and 20 others.
Current workplace
Matt Smith, Cfa®, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Matt Smith, Cfa®, Cfp® work experience
A career timeline built from the work history available for this profile.
Jan 2018 - Apr 2019
Regional Director
Regional Director covering the Wirehouse/Independent channel in TX, LA, OK, and AR
Jul 2011 - Dec 2017
Regional Director
External Wholesaler covering Independent/Hybrid RIA/Bank Channel for the South Texas/Southern Louisiana territory
Jan 2009 - Mar 2011
Associate Regional Director
External Wholesaler covering the Wire/Independent channel in the Arkansas, Oklahoma, and Western Tennessee territory
Jan 2008 - Dec 2008
Internal Wholesaler
Internal Wholesaler covering the Wire/Independent channel in South Florida
Jan 2007 - Dec 2007
Senior Sales Assistant
Mar 2006 - Dec 2006
Sales Assistant
Apr 2005 - Feb 2006
1 education record
Matt Smith, Cfa®, Cfp® education
FAQ
Frequently asked questions about Matt Smith, Cfa®, Cfp®
Quick answers generated from the profile data available on this page.
What company does Matt Smith, Cfa®, Cfp® work for?
Matt Smith, Cfa®, Cfp® works for Concert Financial Planning, LLC.
What is Matt Smith, Cfa®, Cfp®'s role at Concert Financial Planning, LLC?
Matt Smith, Cfa®, Cfp® is listed as Financial Planning for BigLaw Attorneys at Concert Financial Planning, LLC.
What is Matt Smith, Cfa®, Cfp®'s email address?
AeroLeads has found 1 work email signal at @wisdomtree.com for Matt Smith, Cfa®, Cfp® at Concert Financial Planning, LLC.
Where is Matt Smith, Cfa®, Cfp® based?
Matt Smith, Cfa®, Cfp® is based in Houston, Texas, United States while working with Concert Financial Planning, LLC.
What companies has Matt Smith, Cfa®, Cfp® worked for?
Matt Smith, Cfa®, Cfp® has worked for Concert Financial Planning, Llc, Wisdomtree Asset Management, Principal Funds, and Wm Group Of Funds.
How can I contact Matt Smith, Cfa®, Cfp®?
You can use AeroLeads to view verified contact signals for Matt Smith, Cfa®, Cfp® at Concert Financial Planning, LLC, including work email, phone, and LinkedIn data when available.
What schools did Matt Smith, Cfa®, Cfp® attend?
Matt Smith, Cfa®, Cfp® holds B.A., Economics from The University Of Texas At Austin.
What skills is Matt Smith, Cfa®, Cfp® known for?
Matt Smith, Cfa®, Cfp® is listed with skills including Financial Planning, Investment Advisory, Wealth Management, Financial Advisory, Investments, 401 Retirement Savings Plans, Budgeting, and Cash Flow.
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