Michael Smith, Cfp

Michael Smith, Cfp Email and Phone Number

Certified Financial Planner @ Financial Finesse
el segundo, california, united states
Michael Smith, Cfp's Location
Towson, Maryland, United States, United States
Michael Smith, Cfp's Contact Details

Michael Smith, Cfp work email

Michael Smith, Cfp personal email

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.

Michael Smith, Cfp's Current Company Details
Financial Finesse

Financial Finesse

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Certified Financial Planner
el segundo, california, united states
Website:
financialfinesse.com
Employees:
88
Michael Smith, Cfp Work Experience Details
  • Financial Finesse
    Financial Planner
    Financial Finesse Mar 2020 - Present
    Baltimore, Maryland Area
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  • Facet Wealth
    Lead Planner
    Facet Wealth Jan 2019 - Mar 2020
    Baltimore, Maryland
    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
    View
  • Financial Finesse
    Financial Planner
    Financial Finesse Apr 2010 - Jan 2019
    Baltimore, Maryland Area
    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.
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  • M&T Bank
    Financial Planner
    M&T Bank Jun 2006 - Sep 2009
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  • Levin Group, Inc.
    Financial Planner / Founder @ Levin Financial Services
    Levin Group, Inc. Jul 2004 - May 2006
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  • Legg Mason
    Financial Planning
    Legg Mason Oct 1999 - Jul 2004
    View

Michael Smith, Cfp Skills

Retirement Planning Asset Allocation Strategic Financial Planning Wealth Management Retirement Estate Planning Investments 401k Portfolio Management Investment Advisory Asset Managment Financial Advisory Personal Finance

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 Financial Finesse

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

Michael Smith, Cfp's current role is Certified Financial Planner.

What is Michael Smith, Cfp's email address?

Michael Smith, Cfp's email address is mi****@****sse.com

What schools did Michael Smith, Cfp attend?

Michael Smith, Cfp attended University Of Baltimore, Towson University.

What skills is Michael Smith, Cfp known for?

Michael Smith, Cfp has skills like Retirement Planning, Asset Allocation, Strategic Financial Planning, Wealth Management, Retirement, Estate Planning, Investments, 401k, Portfolio Management, Investment Advisory, Asset Managment, Financial Advisory.

Who are Michael Smith, Cfp's colleagues?

Michael Smith, Cfp's colleagues are Chris Walker, Rajnish Chandra, Carmen Diaz, Linda Robertson, Manoochehr Janbazi, Bhuvana Eswari, Rahul Patel.

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