Michael Smith, Cfp®

Michael Smith, Cfp® Email and Phone Number

Vice President Wealth Management Advisor @ TIAA
730 Third Ave., New York,NY 10017,United States
Michael Smith, Cfp®'s Location
Cleveland, Ohio, United States, United States
Michael Smith, Cfp®'s Contact Details

Michael Smith, Cfp® work email

Michael Smith, Cfp® personal email

n/a
About Michael Smith, Cfp®

I am currently a Senior Wealth Management Advisor at TIAA. I’m also a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with more than 10 years of financial services experience.Working with clients to help them achieve their financial goals has always been my passion. I enjoy spending my time helping educate my clients on complex issues, as it makes me feel like I’m making a difference in their lives. My areas of focus are estate planning and income planning, and my clients mainly work in the non/not-for-profit space.I received my bachelor’s degree in finance from Case Western Reserve University.I grew up in New Jersey and moved to Cleveland for college. I currently reside in Willoughby, OH, with my wife, Jamie, and our two sons, Hunter and Dylan. In my free time, I enjoy cooking and building semi-stable furniture out of wood. I am a self-taught woodworker who has built a number of furniture pieces in our home. When not in the kitchen or wood shop, I enjoy running with our Australian Cattle Herder dog and trying to keep up with my sons.

Michael Smith, Cfp®'s Current Company Details
TIAA

Tiaa

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Vice President Wealth Management Advisor
730 Third Ave., New York,NY 10017,United States
Website:
tiaa.org
Employees:
13563
Michael Smith, Cfp® Work Experience Details
  • Tiaa
    Vice President Wealth Management Advisor
    Tiaa Aug 2014 - Present
  • Charles Schwab
    Vice President Financial Consultant
    Charles Schwab Jul 2012 - Jul 2014
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Jul 2008 - Jul 2012
  • Ameriprise Financial Services, Inc.
    Financial Advisor
    Ameriprise Financial Services, Inc. Jul 2006 - Jul 2008

Michael Smith, Cfp® Education Details

Frequently Asked Questions about Michael Smith, Cfp®

What company does Michael Smith, Cfp® work for?

Michael Smith, Cfp® works for Tiaa

What is Michael Smith, Cfp®'s role at the current company?

Michael Smith, Cfp®'s current role is Vice President Wealth Management Advisor.

What is Michael Smith, Cfp®'s email address?

Michael Smith, Cfp®'s email address is mi****@****iaa.org

What schools did Michael Smith, Cfp® attend?

Michael Smith, Cfp® attended Case Western Reserve University.

Who are Michael Smith, Cfp®'s colleagues?

Michael Smith, Cfp®'s colleagues are Sourabh P., Tiffany Esquer, Roberta Jackson, Angie Canavan, Lou Senay, Jason Caplan, Josh Taksier.

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