Chad Smith Email & Phone Number
Partner and Certified Financial Planner (CFP®) @ RSF Wealth Management
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Chad Smith Location
- Houston, TX, US
Chad Smith Work
- Partner and Certified Financial Planner (CFP®) @ (January 2019 - Present)
- Financial Advisor @ (January 2008 - Present)
Chad Smith Education
- Texas A&M University
Bachelor of Science (B.S.) (Economics with emphasis on Business Economic Certificate and minor in Business)
2004-2008
Chad Smith Skills
- Advisory Coordination
- Asset Allocation
- Asset Management
- Asset Protection
- Benefits Negotiation
- Bonds
- Bonus Plans
- Budgeting
- Business Development
- Business Planning
- Business Strategy
- Business Succession Planning
- Cash Flow
- Cash Management
- Charitable Strategies
- Comprehensive Financial Planning
- Customer Service
- Deferred Compensation Plans
- Disability Insurance
- Education Funding
- Employee Benefits Programs
- Estate Planning
- Executive Benefits Programs
- Executive Management
- Family Business
- Fee-based Financial Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Security
- Fixed Annuities
- Holistic Financial Planning
- Insurance
- Investment Strategies
- Investments
- Leadership
- Legacy Planning
- Management
- Multigenerational Planning
- Portfolio Management
- Retirement
- Retirement Planning
- Risk Management
- Securities
- Strategic Planning
- Wealth Accumulation
- Wealth Distribution
- Wealth Management Services
Chad Smith Summary
- Chad Smith, based in Houston, TX, US, is currently a Partner and Certified Financial Planner (CFP®) at RSF Wealth Management. Chad Smith brings experience from previous roles at Northwestern Mutual. Chad Smith holds a 2004 - 2008 Bachelor of Science (B.S.) in Economics with emphasis on Business Economic Certificate and minor in Business @ Texas A&M University. With a robust skill set that includes Advisory Coordination, Asset Allocation, Asset Management, Asset Protection, Benefits Negotiation and more. Chad Smith has 2 emails on RocketReach.
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Top RSF Wealth Management Employees
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