Erik Smith Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ and Financial Advisor @ Wealth Dimensions
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Erik Smith Location
- Cincinnati, OH, US
Erik Smith Work
- CERTIFIED FINANCIAL PLANNER™ and Financial Advisor @ (January 2024 - Present)
- CERTIFIED FINANCIAL PLANNER™, Financial Advisor, and Director of Financial Planning Services @ (January 2018 - January 2024)
- CERTIFIED FINANCIAL PLANNER™ and Financial Planning Associate @ (March 2016 - December 2017)
- CERTIFIED FINANCIAL PLANNER™ and Financial Advisor @ The Pinnacle Group - Pinnacle Financial Advisors LLC (July 2015 - February 2016)
- Wealth Strategy Associate - The Legacy Group @ (July 2014 - July 2015)
- Client Service Associate - The Legacy Group @ (June 2010 - July 2014)
- Intern - The Legacy Group @ (April 2009 - June 2010)
Erik Smith Education
- Xavier University
Master of Business Administration (M.B.A.) (Xavier Student Bond Investment Fund)
- Xavier University
Bachelor of Science in Business Administration (Finance)
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, The Pinnacle Group - Pinnacle Financial Advisors LLC and UBS Wealth Management. Erik Smith holds a Master of Business Administration (M.B.A.) in Xavier Student Bond Investment Fund @ Xavier University. Erik Smith has 2 emails and 2 mobile phone numbers on RocketReach.
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