Michael Smith Cfp®, Mba Email & Phone Number

Michael Smith is a CERTIFIED FINANCIAL PLANNER professional with over 25 years of experience in the financial services industry. Mike and his team specialize in guiding experienced professionals, business owners, and retirees through the intricacies of retirement planning, risk management, and estate planning strategies. Their goal is to assist clients in developing customized strategies to help achieve a degree of clarity and confidence in their abilities to achieve their respective goals such as enabling a comfortable retirement and wealth preservation for their loved ones and friends.During his career Mike garnered extensive expertise in managing investments across various sectors. He has held roles at esteemed institutions such as Fortress Investment Group and Bank of America. Michael has been instrumental in managing diversified investments and representing investors by serving as a Board Observer for portfolio companies.A graduate of Stanford University with a B.S. in Civil Engineering, Michael was subsequently involved as a member of Stanford’s NY Alumni Board. He furthered his education by earning an MBA from the University of Michigan’s Ross School of Business. Committed to serving the community, Michael has contributed his time and expertise to various civic organizations, including Midori & Friends (NY, NY), St John's Baptist Church (Scotch Plains, NJ), Four Pillars Foundation (Plainfield, NJ), Council of Urban Professionals (NY, NY), and “Cities in Schools” (Charlotte, NC). He has also served on the Planning Board for the Township of Scotch Plains.When he is not serving clients, Mike spends time with his wife Chauntè and two daughters. They enjoy travel, bike riding and remain active in their house of worship.This information is intended for use by residents of AK, AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, MI, MO, NC, NJ, NY, PA, SC, TX, VA, and WI only.Please contact me by e-mail MICHAEL.L.SMITH@wellsfargoadvisors.com or by Phone (917)-351-2045./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Investments, Corporate Finance, Financial Risk, Valuation, and 3 others.