Edward C. Smith, Cfp®, Mba Email and Phone Number
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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.
Valor Wealth Partners
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PresidentValor Wealth Partners Aug 2018 - PresentBoston, MaValor 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 keep them focused on their goals.We have done everything we can to fairly equate cost with value provided to your family. You are in control of the level of service you feel is best to meet your needs. We believe our unique structure removes more conflicts of interest from typical methods and allows for further transparency of costs.Advisory services offered through CS Planning Corp an SEC registered investment advisor. -
Wealth Management AdvisorDigital Federal Credit Union Aug 2005 - Aug 2018Marlborough, MaDigital 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• Produced internal modeling tools to increase efficiency, track revenues, and educate on concepts -
Manager, Financial Consultant Development Program(Fcdp)Digital Federal Credit Union Jun 2007 - Oct 2008Marlborough, 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 -
Adjunct ProfessorJohnson & Wales University Sep 2004 - May 2008Providence, Ri• Developed curriculum and instructed adult classes on entrepreneurship, investing and insurance -
Financial AdvisorNew England Financial / Oceanstate Financial Aug 2001 - Aug 2005East 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
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Financial AdvisorUbs Paine Webber Dec 1999 - Aug 2001Providence, 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 -
Operations Project ManagerManpower Jun 1998 - Jan 1999Dallas, 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 -
CorporalUnited States Marine Corps Feb 1991 - Feb 1995• 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
Edward C. Smith, Cfp®, Mba Skills
Edward C. Smith, Cfp®, Mba Education Details
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Executive Mba -
Entrepreneurship
Frequently Asked Questions about Edward C. Smith, Cfp®, Mba
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 the current company?
Edward C. Smith, Cfp®, Mba's current role is Fiduciary providing fee-only Financial Planning and Investment Management services to federal employees.
What is Edward C. Smith, Cfp®, Mba's email address?
Edward C. Smith, Cfp®, Mba's email address is es****@****dcu.org
What is Edward C. Smith, Cfp®, Mba's direct phone number?
Edward C. Smith, Cfp®, Mba's direct phone number is +140195*****
What schools did Edward C. Smith, Cfp®, Mba attend?
Edward C. Smith, Cfp®, Mba attended Boston University, Johnson And Wales University.
What are some of Edward C. Smith, Cfp®, Mba's interests?
Edward C. Smith, Cfp®, Mba has interest in Social Services, Health.
What skills is Edward C. Smith, Cfp®, Mba known for?
Edward C. Smith, Cfp®, Mba has skills like Team Building, Project Management, Leadership Development, Training, Sales Operations, Portfolio Management.
Who are Edward C. Smith, Cfp®, Mba's colleagues?
Edward C. Smith, Cfp®, Mba's colleagues are Amanda Lique, Zubin Kapur.
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