Edward C. Smith, Cfp®, Mba
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Edward C. Smith, Cfp®, Mba Email & Phone Number

Fiduciary providing fee-only Financial Planning and Investment Management services to federal employees at Valor Wealth Partners
Location: Boston, Massachusetts, United States 8 work roles 2 schools
1 work email found @valorwealthpartners.com 4 phones found area 401, 781, and 508 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email e****@valorwealthpartners.com
Direct phone (401) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Valor Wealth Partners
Role
Fiduciary providing fee-only Financial Planning and Investment Management services to federal employees
Location
Boston, Massachusetts, United States
Company size
2 employees

Who is Edward C. Smith, Cfp®, Mba? Overview

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Quick answer

Edward C. Smith, Cfp®, Mba is listed as Fiduciary providing fee-only Financial Planning and Investment Management services to federal employees at Valor Wealth Partners, a company with 2 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at valorwealthpartners.com, phone signal with area code 401, 781, 508, and a matched LinkedIn profile for Edward C. Smith, Cfp®, Mba.

Edward C. Smith, Cfp®, Mba previously worked as President at Valor Wealth Partners and Wealth Management Advisor at Digital Federal Credit Union. Edward C. Smith, Cfp®, Mba holds Executive Mba from Boston University.

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Email format at Valor Wealth Partners

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*@valorwealthpartners.com
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AeroLeads found 1 current-domain work email signal for Edward C. Smith, Cfp®, Mba. Compare company email patterns before reaching out.

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Profile bio

About Edward C. Smith, Cfp®, Mba

Helping people with their financial goals is a meaningful, personal mission. Before I was a financial consultant my family went through a challenging estate transfer and the advisors we hired didn’t put my family’s needs first. This experience left a deep imprint on me and led me toward a career in helping people with the uncertainty of financial planning.Successful consultant with over 20 years’ experience in developing comprehensive strategies by combining efficient solutions while meeting client’s emotional needs. Proven ability to create and deliver impactful results by focusing on critical issues and executing proactive solutions. Strong communicator who is comfortable with interactions across all business levels.My devotion to the community is evident in the numerous charitable associations where I volunteer time. My core values of integrity and attention to detail are attributed to service with the U. S. Marines.This website is for informational purposes only and is not a solicitation to buy or sell any investments and/or strategies mentioned. All material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.Third-party posts found here may not reflect the views of Valor Wealth Partners and have not been reviewed by the Firm as to accuracy or completeness. By accessing any links on this website, you will be connected to third party web sites. Please note that Valor Wealth Partners is not responsible for the information, content or product(s) found on third party web sites.Any testimonials or recommendations on this page may not be representative of the experiences of otherclients, and they are not indicative of future performance or success.Advisory services offered through CS Planning Corp an SEC registered investment advisor.

Listed skills include Team Building, Project Management, Leadership Development, Training, and 2 others.

Current workplace

Edward C. Smith, Cfp®, Mba's current company

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Valor Wealth Partners
Valor Wealth Partners
Fiduciary providing fee-only Financial Planning and Investment Management services to federal employees
boston, massachusetts, united states
Website
valorwealthpartners.com
Employees
2
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8 roles

Edward C. Smith, Cfp®, Mba work experience

A career timeline built from the work history available for this profile.

President

Current
Valor Wealth Partners

Boston, MA

Valor Wealth Partners is designed to build deep personal relationships with the individuals and families we serve. Listening to our clients makes us better prepared to meet their growing needs. With our steward-level service and unwavering commitment to our clients, we do everything we can to keep our clients engaged in the financial planning process and.

Aug 2018 - Present

Wealth Management Advisor

Digital Federal Credit Union

Marlborough, MA

  • Digital Federal Credit Union is the largest credit union headquartered in New England serving over 725,000 members and $11 Billion in assets under management.
  • Fostered relationships to be fiduciary of over $100M in client’s personal assets
  • Leveraged credit union resources by collaborating to serve the best interest for broad client base
  • Organized team of employees across multiple departments to compete in a company innovation project
  • Re-engineered business plan template enabling advisors to analyze past data to meet future objectives
  • Built interactive needs-based selling course and trained both experienced and novice employees
Aug 2005 - Aug 2018

Manager, Financial Consultant Development Program(Fcdp)

Digital Federal Credit Union

Marlborough, MA

  • Exceeded company objectives and industry standards with innovative project to hire, train, and manage new consultants
  • Established program and managed 8-person team, achieved 60% retention rate compared to industry standard of 15%
  • Designed and instructed 7-week training course pinpointing 10 essential factors for successful advisors to include business planning, industry trends, relationship management, compliance, and sales skills
  • Propelled members of team to accumulate more assets in first 6 months than 2/3 of previous hires
Jun 2007 - Oct 2008

Adjunct Professor

Johnson & Wales University

Providence, RI

  • Developed curriculum and instructed adult classes on entrepreneurship, investing and insurance
Sep 2004 - May 2008

Financial Advisor

New England Financial / Oceanstate Financial

East Providence, RI

  • Reduced insurance premiums by 40%, while increasing levels of protection, and providing a six-figure withdrawal for business client through analysis of existing coverage and negotiating new contracts
  • Assembled strategic alliance of professionals to assist clients with estate and business succession planning
Aug 2001 - Aug 2005

Financial Advisor

Ubs Paine Webber

Providence, RI

  • Cultivated relationships during market decline resulting in a multi-million dollar book of clients
  • Designed and implemented laddered fixed income portfolios focusing on tax sensitivity, consistent monthly income, and client risk assessments
Dec 1999 - Aug 2001

Operations Project Manager

Manpower

Dallas, TX

  • Consolidated duties of three positions into one and reduced errors by 80%
  • Reduced task time from seven days to two days by designing new Excel workbooks to track hours and employees
Jun 1998 - Jan 1999

Corporal

United States Marine Corps
  • Led 22 man squad during multiple deployments while assigned to an elite anti-terrorism security team
  • Awarded Non-Commissioned Officer of the Quarter for two consecutive terms for the platoon, company, and battalion
Feb 1991 - Feb 1995
2 education records

Edward C. Smith, Cfp®, Mba education

Bachelor Of Science (Concentrations: Leadership, Psychology), Entrepreneurship

Johnson And Wales University

Activities and Societies: Co-Founder & Two-term President for Society for Advancement of Management Chapter

FAQ

Frequently asked questions about Edward C. Smith, Cfp®, Mba

Quick answers generated from the profile data available on this page.

What company does Edward C. Smith, Cfp®, Mba work for?

Edward C. Smith, Cfp®, Mba works for Valor Wealth Partners.

What is Edward C. Smith, Cfp®, Mba's role at Valor Wealth Partners?

Edward C. Smith, Cfp®, Mba is listed as Fiduciary providing fee-only Financial Planning and Investment Management services to federal employees at Valor Wealth Partners.

What is Edward C. Smith, Cfp®, Mba's email address?

AeroLeads has found 1 work email signal at @valorwealthpartners.com for Edward C. Smith, Cfp®, Mba at Valor Wealth Partners.

What is Edward C. Smith, Cfp®, Mba's phone number?

AeroLeads has found 4 phone signal(s) with area code 401, 781, 508 for Edward C. Smith, Cfp®, Mba at Valor Wealth Partners.

Where is Edward C. Smith, Cfp®, Mba based?

Edward C. Smith, Cfp®, Mba is based in Boston, Massachusetts, United States while working with Valor Wealth Partners.

What companies has Edward C. Smith, Cfp®, Mba worked for?

Edward C. Smith, Cfp®, Mba has worked for Valor Wealth Partners, Digital Federal Credit Union, Johnson & Wales University, New England Financial / Oceanstate Financial, and Ubs Paine Webber.

Who are Edward C. Smith, Cfp®, Mba's colleagues at Valor Wealth Partners?

Edward C. Smith, Cfp®, Mba's colleagues at Valor Wealth Partners include Amanda Lique and Zubin Kapur.

How can I contact Edward C. Smith, Cfp®, Mba?

You can use AeroLeads to view verified contact signals for Edward C. Smith, Cfp®, Mba at Valor Wealth Partners, including work email, phone, and LinkedIn data when available.

What schools did Edward C. Smith, Cfp®, Mba attend?

Edward C. Smith, Cfp®, Mba holds Executive Mba from Boston University.

What skills is Edward C. Smith, Cfp®, Mba known for?

Edward C. Smith, Cfp®, Mba is listed with skills including Team Building, Project Management, Leadership Development, Training, Sales Operations, and Portfolio Management.

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