Michael Smith, Cfp® Email and Phone Number
Michael Smith, Cfp® work email
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- Valid
Michael Smith, Cfp® personal email
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® Education Details
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Finance, General
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.
Not the Michael Smith, Cfp® you were looking for?
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2investdavenport.com, rvawealthmanagement.com
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2financialfinesse.com, gmail.com
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Michael Smith CFP®, MBA
New York City Metropolitan Area7yahoo.com, aol.com, yahoo.com, hotmail.com, attbi.com, wellsfargoadvisors.com, wellsfargoadvisors.com
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