Paul Smith, Cfp® Chfc® Msfs Email and Phone Number
Paul Smith, Cfp® Chfc® Msfs work email
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Paul Smith, Cfp® Chfc® Msfs personal email
As a partner at Physician’s Resource Services, I’m privileged to help physicians across the state of Texas with comprehensive financial planning and asset protection services. As a financial advisor, I hold several professional designations and licenses and have extensive experience in a number of financial disciplines. In order to stay on top of my field and provide the best possible service to my clients, I regularly attend industry training and certification programs on subjects such as investment management, insurance and estate planning.Prior to my work in the financial services industry, I graduated with a bachelor’s degree from Texas State University and went on to earn a Chartered Financial Consultant (ChFC®) designation from The American College, a Certified Financial Planner (CFP®) designation from the Certified Financial Planner Board of Standards and, most recently, a Master of Science in Financial Services (MSFS) from The American College.In my free time, I enjoy serving on the Community Action Board for the Helping Hand Home for Children and volunteering at the Christi Center. I also enjoy spending time with my wife, Heather, and our two children. To learn more about what I do and how I may be of service to your business or family, I invite you to connect with me here on LinkedIn or visit our website at PhysiciansRS.com. Advisory services offered through PRS Investment Advisors, A Member of Advisory Services Network, LLC. Insurance products, accounting and tax preparation services offered through Physician’s Resource Services. Advisory Services Network, LLC and Physician’s Resource Services are not affiliated.
Physician'S Resource Services
View- Website:
- physiciansrs.com
- Employees:
- 13
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Financial Adviser And PartnerPhysician'S Resource Services Apr 2011 - PresentWe understand that the demands of a rewarding career leave you little time to plan your financial future. Here at Physician’s Resource Services, we provide personal, business and estate planning services to physicians, business owners, and their families. We help our clients crystallize their objectives and work with their accounting and legal advisors to design and implement the plans to help them achieve their insurance and financial goals. We believe that when clients understand what is important to them, it provides clarity and helps them develop the desire to achieve their goals.Our wealth management process is based on understanding your needs and developing a plan that strives to help you pursue your goals successfully. From asset protection and risk management to tax-efficient strategies and retirement/estate planning, we carefully assess and address your needs. Simply put, our goal is to help you balance your personal financial needs with your busy career.---Advisory services offered through PRS Investment Advisors, a Member of Advisory Services Network, LLC. Insurance products and services offered through Physician’s Resource Services. Advisory Services Network, LLC and Physician’s Resource Services are not affiliated. -
Financial AdvisorPrs Investment Advisors Jun 2019 - PresentPRS Investment Advisors combines the expertise of professional investment management with the service and guidance of your PRS Investment Advisor. We analyze your overall investment goals, risk tolerance and liquidity needs to create the right investment portfolio allocation consisting of non-proprietary mutual funds, ETFs or separately managed account stock portfolios that are most appropriate for your investment needs. We assist in asset allocation, security selection, rebalancing and account monitoring of your investment portfolio to ensure the portfolio’s strategy remains aligned with your investment objectives.---Advisory services offered through PRS Investment Advisors, a Member of Advisory Services Network, LLC
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Financial AdviserEagle Strategies, Llc 2009 - Jun 2019New York, Ny, UsThrough my affiliation with Eagle Strategies, LLC, a Registered Investment Adviser, I provided sophisticated wealth management services by designing customized investment solutions that addressed my clients’ unique investment objectives and risk tolerance levels. My investment experience, coupled with Eagle’s diverse team of investment experts, allowed me to provide the continuous financial guidance needed to help my clients achieve long-term financial success. -
Account ExecutiveEmmis Austin Radio Jun 2002 - Oct 2007
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RealtorTurnquist Partners Realtors May 2000 - Jun 2002
Paul Smith, Cfp® Chfc® Msfs Skills
Paul Smith, Cfp® Chfc® Msfs Education Details
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Texas State University At San MarcosPsychology -
The American College Of Financial ServicesMsfs - Master Of Science In Financial Services
Frequently Asked Questions about Paul Smith, Cfp® Chfc® Msfs
What company does Paul Smith, Cfp® Chfc® Msfs work for?
Paul Smith, Cfp® Chfc® Msfs works for Physician's Resource Services
What is Paul Smith, Cfp® Chfc® Msfs's role at the current company?
Paul Smith, Cfp® Chfc® Msfs's current role is Partner at Physician’s Resource Services, Specializing in Income Protection and Wealth Accumulation.
What is Paul Smith, Cfp® Chfc® Msfs's email address?
Paul Smith, Cfp® Chfc® Msfs's email address is pa****@****ins.net
What schools did Paul Smith, Cfp® Chfc® Msfs attend?
Paul Smith, Cfp® Chfc® Msfs attended Texas State University At San Marcos, The American College Of Financial Services.
What are some of Paul Smith, Cfp® Chfc® Msfs's interests?
Paul Smith, Cfp® Chfc® Msfs has interest in Children.
What skills is Paul Smith, Cfp® Chfc® Msfs known for?
Paul Smith, Cfp® Chfc® Msfs has skills like Estate Planning, Finance, Retirement Planning, Insurance, Retirement, Investments, Financial Services, Strategic Planning, Fixed Annuities, Asset Allocation, Mutual Funds, Risk Management.
Who are Paul Smith, Cfp® Chfc® Msfs's colleagues?
Paul Smith, Cfp® Chfc® Msfs's colleagues are Erin Anderson, Gabriela Chavez, John Jackson, Cfp®, Chfc®.
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