Financial Planner
Current
Mar 2020 - Present
AeroLeads people directory · profile
Michael Smith, Cfp Email & Phone Number
Financial Planner
at
Financial Finesse
1 work email found
@financialfinesse.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner
Location
Towson, Maryland, United States
Company size
Who is Michael Smith, Cfp? Overview
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Quick answer
Michael Smith, Cfp is listed as Financial Planner at Financial Finesse, a with 88 employees, based in Towson, Maryland, United States. AeroLeads shows a work email signal at financialfinesse.com and a matched LinkedIn profile for Michael Smith, Cfp.
Michael Smith, Cfp previously worked as Lead Planner at Facet Wealth and Financial Planner at M&T Bank. Michael Smith, Cfp holds Mba, Business Administration from University Of Baltimore.
Company email context
Email format at Financial Finesse
This section adds company-level context without repeating Michael Smith, Cfp's masked contact details.
*@financialfinesse.com
71% confidence
AeroLeads found 1 current-domain work email signal for Michael Smith, Cfp. Compare company email patterns before reaching out.
Profile bio
About Michael Smith, Cfp
Unbiased financial planner, writer, and educator working to help people all over the country to protect their financial futures from Washington, Wall St, and most importantly, themselves.
Listed skills include Retirement Planning, Asset Allocation, Strategic Financial Planning, Wealth Management, and 9 others.
Current workplace
Michael Smith, Cfp's current company
Company context helps verify the profile and gives searchers a useful next step.
Financial Finesse
6 roles
Michael Smith, Cfp work experience
A career timeline built from the work history available for this profile.
Lead Planner
Facet provides full financial life management, delivered by a dedicated team led by a CFP ® Professional, to mass affluent households. We also work with financial services professionals as a solution for small accounts. Learn more at www.facetwealth.com
Jan 2019 - Mar 2020
Financial Planner
Financial Finesse was created in 1999 with a single mission: to help people from all walks of life become financially secure and independent. We do this by providing employers with unbiased financial education programs to help their employees reduce their financial stress, better manage their benefits, and effectively prepare for retirement. Our programs are customized to our clients’ employee benefit programs and delivered by Certified Financial Planner professionals with a minimum of ten years of experience.As the premier provider of financial wellness services as an employee benefit, Financial Finesse serves over 600 corporate clients providing 2.4 million employees with access to our services.
Apr 2010 - Jan 2019
Financial Planner
Jun 2006 - Sep 2009
Financial Planner / Founder @ Levin Financial Services
Jul 2004 - May 2006
Financial Planning
Oct 1999 - Jul 2004
Team & coworkers
Colleagues at Financial Finesse
Other employees you can reach at financialfinesse.com. View company contacts for 88 employees →
RS
Reynolds Saunders, Cfp®
Colleague at Financial FinesseColumbus, Georgia, United States
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LC
Lisa Carrillo Painter, Cfp®
Colleague at Financial FinesseRedondo Beach, California, United States
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DE
Don E.
Colleague at Financial FinesseUnited States
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RP
Rahul Patel
Colleague at Financial FinesseIndore, Madhya Pradesh, India
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NB
Nathaniel Baxter
Colleague at Financial FinesseGary, Indiana, United States
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KC
Kari Cedergren Cfp®, Cdfa®
Colleague at Financial FinesseEugene, Oregon, United States
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NS
Neetu Sharma
Colleague at Financial FinesseDelhi, India
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KM
Koti Mutyala
Colleague at Financial FinesseAndhra Pradesh, India
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TM
Thor Ma
Colleague at Financial FinessePhilippines
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AI
Asif Iqbal
Colleague at Financial FinesseLucknow, Uttar Pradesh, India
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Reynolds Saunders, Cfp®
Colleague at Financial FinesseColumbus, Georgia, United States
View →
LC
Lisa Carrillo Painter, Cfp®
Colleague at Financial FinesseRedondo Beach, California, United States
View →
DE
Don E.
Colleague at Financial FinesseUnited States
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RP
Rahul Patel
Colleague at Financial FinesseIndore, Madhya Pradesh, India
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NB
Nathaniel Baxter
Colleague at Financial FinesseGary, Indiana, United States
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KC
Kari Cedergren Cfp®, Cdfa®
Colleague at Financial FinesseEugene, Oregon, United States
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NS
Neetu Sharma
Colleague at Financial FinesseDelhi, India
View →
KM
Koti Mutyala
Colleague at Financial FinesseAndhra Pradesh, India
View →
TM
Thor Ma
Colleague at Financial FinessePhilippines
View →
AI
Asif Iqbal
Colleague at Financial FinesseLucknow, Uttar Pradesh, India
View →
2 education records
Michael Smith, Cfp education
Mba, Business Administration
B.S., Business Administration
FAQ
Frequently asked questions about Michael Smith, Cfp
Quick answers generated from the profile data available on this page.
What company does Michael Smith, Cfp work for?
Michael Smith, Cfp works for Financial Finesse.
What is Michael Smith, Cfp's role at Financial Finesse?
Michael Smith, Cfp is listed as Financial Planner at Financial Finesse.
What is Michael Smith, Cfp's email address?
AeroLeads has found 1 work email signal at @financialfinesse.com for Michael Smith, Cfp at Financial Finesse.
Where is Michael Smith, Cfp based?
Michael Smith, Cfp is based in Towson, Maryland, United States while working with Financial Finesse.
What companies has Michael Smith, Cfp worked for?
Michael Smith, Cfp has worked for Financial Finesse, Facet Wealth, M&T Bank, Levin Group, Inc., and Legg Mason.
Who are Michael Smith, Cfp's colleagues at Financial Finesse?
Michael Smith, Cfp's colleagues at Financial Finesse include Reynolds Saunders, Cfp®, Lisa Carrillo Painter, Cfp®, Don E., Rahul Patel, and Nathaniel Baxter.
How can I contact Michael Smith, Cfp?
You can use AeroLeads to view verified contact signals for Michael Smith, Cfp at Financial Finesse, including work email, phone, and LinkedIn data when available.
What schools did Michael Smith, Cfp attend?
Michael Smith, Cfp holds Mba, Business Administration from University Of Baltimore.
What skills is Michael Smith, Cfp known for?
Michael Smith, Cfp is listed with skills including Retirement Planning, Asset Allocation, Strategic Financial Planning, Wealth Management, Retirement, Estate Planning, Investments, and 401K.
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