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
- 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 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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