Kolby Smith Email & Phone Number
Managing Director @ Zhang Financial
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Kolby Smith Location
- Portage, MI, US
Kolby Smith Work
- Managing Director @ (April 2024 - Present)
- Senior Vice President @ (October 2021 - April 2024)
- Associate Vice President @ (January 2019 - October 2021)
- Senior Manager @ (October 2017 - January 2019)
- Associate @ Plante Moran Financial Advisors (June 2010 - October 2017)
Kolby Smith Education
- College for Financial Planning
Financial Planning and Services
2012-2012 - Taylor University
Bachelor’s Degree (Finance)
2006-2010
Kolby Smith Skills
- 529 Plans
- Certified Financial Planner
- Leadership
- Portfolio Management
- Retirement Planning
- Wealth Accumulation
- Wealth Management Services
- Wealth Preservation
- Wealth Transfer
Kolby Smith Summary
- Kolby Smith, based in Portage, MI, US, is currently a Managing Director at Zhang Financial. Kolby Smith brings experience from previous roles at Zhang Financial and Plante Moran Financial Advisors. Kolby Smith holds a 2012 - 2012 Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes 529 Plans, Certified Financial Planner, Leadership, Portfolio Management, Retirement Planning and more. Kolby Smith has 1 emails and 1 mobile phone numbers on RocketReach.
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