Robert J. Smith

Robert J. Smith Email and Phone Number

President, Scottsdale Financial Group- CAP®, AEP®, ChFC®, CLU® @ Scottsdale Financial Group
Robert J. Smith's Location
Scottsdale, Arizona, United States, United States
About Robert J. Smith

Protecting FamiliesWe protect families by focusing on their desires and objectives and creating customized wealth protection and preservation strategies that meet their unique family and/or business needs. Our services include estate planning, philanthropy, succession planning, special needs strategies and insurance services.Scottsdale Financial Group's sterling reputation comes from its expertise, attention to details and professionalism. We are proud of our excellent success in working with the valued advisors of our clients, including their CPA's, attorneys, player agents and bankers.Scottsdale Financial Group does not provides tax, legal, or accounting advice. For advice on such services, please consult your own tax, legal, or accounting professional before making any decisions.

Robert J. Smith's Current Company Details
Scottsdale Financial Group

Scottsdale Financial Group

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President, Scottsdale Financial Group- CAP®, AEP®, ChFC®, CLU®
Robert J. Smith Work Experience Details
  • Scottsdale Financial Group
    President & Financial Professional
    Scottsdale Financial Group 1998 - Present
    Scottsdale, Az
    Chartered Advisor in Philanthropy (CAP®): Specialized training through the Irwin Graduate School of The American College. The graduate-level program provides the knowledge and skills to assist clients in realizing their legacy goals through strategic gift planning.AEP®: A graduate-level specialization recognizing estate planning professionals who meet high levels of training, experience and reputational excellence.Chartered Financial Consultant (ChFC®): For nearly three decades, this designation has been a measure of excellence for those involved with planning. It requires an extensive amount of coursework and provides in-depth education in advanced planning needs. It encompasses income taxation, retirement planning, investments, insurance and estate planning.Chartered Life Underwriter (CLU®): CLU® is one of the most respected designations in the insurance industry. It reflects an in-depth understanding of insurance and with the planning-related needs of individuals, professionals and business owners.
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Robert J. Smith Skills

Estate Planning Insurance Succession Planning Wealth Preservation Planning Wealth Management Services Investments Long Term Care Retirement Planning Protection Planning/family Security Small Business Wealth Gifting Strategies Key Person Protection Financial Services Securities Strategic Planning Executive Benefit Planning Finance Legacies Life Insurance Philanthropy Plannning

Robert J. Smith Education Details

Frequently Asked Questions about Robert J. Smith

What company does Robert J. Smith work for?

Robert J. Smith works for Scottsdale Financial Group

What is Robert J. Smith's role at the current company?

Robert J. Smith's current role is President, Scottsdale Financial Group- CAP®, AEP®, ChFC®, CLU®.

What schools did Robert J. Smith attend?

Robert J. Smith attended Arizona State University, The American College Of Financial Planning.

What are some of Robert J. Smith's interests?

Robert J. Smith has interest in Working With The Special Needs Community, Children, Animal Welfare.

What skills is Robert J. Smith known for?

Robert J. Smith has skills like Estate Planning, Insurance, Succession Planning, Wealth Preservation Planning, Wealth Management Services, Investments, Long Term Care, Retirement Planning, Protection Planning/family Security, Small Business, Wealth, Gifting Strategies.

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