Erik Smith Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ and Financial Advisor @ Wealth Dimensions
5 free lookup(s).
Erik Smith Location
- Cincinnati, OH, US
Erik Smith Work
- 2024 -now CERTIFIED FINANCIAL PLANNER™ and Financial Advisor @
- 2018 -2024 CERTIFIED FINANCIAL PLANNER™, Financial Advisor, and Director of Financial Planning Services @
- 2016 -2017 CERTIFIED FINANCIAL PLANNER™ and Financial Planning Associate @
- 2015 -2016 CERTIFIED FINANCIAL PLANNER™ and Financial Advisor @ The Pinnacle Group - Pinnacle Financial Advisors LLC
- 2014 -2015 Wealth Strategy Associate - The Legacy Group @
- 2010 -2014 Client Service Associate - The Legacy Group @
- 2009 -2010 Intern - The Legacy Group @
Erik Smith Education
- Xavier University
Master of Business Administration (M.B.A.)
- Xavier University
Bachelor of Science in Business Administration
Erik Smith Summary
- Erik Smith, based in Cincinnati, OH, US, is currently a CERTIFIED FINANCIAL PLANNER™ and Financial Advisor at Wealth Dimensions. Erik Smith brings experience from previous roles at Wealth Dimensions Group, Ltd, The Pinnacle Group - Pinnacle Financial Advisors LLC and UBS Wealth Management. Erik Smith holds a Master of Business Administration (M.B.A.) @ Xavier University. Erik Smith has 2 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Erik Smith?
Find contact details for 700 million professionals.
Top Wealth Dimensions Employees
Robert Feather
Financial Planner
United States
Tyler Vogelpohl
Portfolio Management Associate
Fort Mitchell, KY, US
Eric Loftus
Partner and Financial Advisor
Cincinnati, OH, US
Isla Vogelpohl
Client Ambassador
Cincinnati, OH, US
Tom Schiller
Financial Advisor
Cincinnati, OH, US
Morgain Clegg
Client Services Representative
Cincinnati, OH, US
Daniel Vogelpohl
Principal- Wealth Dimensions Group, LTD
Cincinnati, Ohio, United States
Erik Smith
CERTIFIED FINANCIAL PLANNER™ and Financial Advisor
Cincinnati, OH, US
Matt Bolser
Partner and Portfolio Manager
Cincinnati, OH, US
Sean Paddock
Financial Advisor
Cincinnati, OH, US
Eric Loftus
Partner and Financial Advisor
Cincinnati, OH, US
Kayla Lucke
Financial Planner
Hamilton, OH, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co