P. Smith Email & Phone Number
Financial Planning Director @ Capital Strategies, Beyond Wealth
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P. Smith Location
- San Antonio, TX, US
P. Smith Work
- Financial Planning Director @ (January 2018 - Present)
- Personal Financial Planner @ MHD Financial (July 2014 - December 2017)
- Director of Youth Ministry @ St. Thomas Episcopal Church (June 2011 - April 2014)
- Youth Minister @ St. Mark's Episcopal Church, Corpus Christi (August 2009 - June 2011)
- Youth and Young Adult Ministry Intern @ St. Luke's Episcopal Church (August 2008 - July 2009)
P. Smith Education
- Texas A&M University-Corpus Christi
Bachelor of Arts (B.A.) (History)
2009-2010 - Texas A&M University
(History)
2004-2008
P. Smith Skills
- Retirement Planning
- Finance
- Financial Planning
- Leadership
- Financial Services
- Long-term Care
- Securities
- Investment Management
- Financial Advisory
- Financial Analysis
- Investments
- CLTC
- 401(k) Retirement Savings Plans
- 401k Rollovers
- Medicare
- Personal Financial Planning
- Teaching
- Stocks
- Life Insurance
- Employee Benefits Design
- Benefits Administration
- Voluntary Employee Benefits
- Long Term Care Insurance
P. Smith Summary
- P. Smith, based in San Antonio, TX, US, is currently a Financial Planning Director at Capital Strategies, a MassMutual firm. P. Smith brings experience from previous roles at MHD Financial, St. Thomas Episcopal Church, St. Mark's Episcopal Church, Corpus Christi and St. Luke's Episcopal Church. P. Smith holds a 2009 - 2010 Bachelor of Arts (B.A.) in History @ Texas A&M University-Corpus Christi. With a robust skill set that includes Retirement Planning, Finance, Financial Planning, Leadership, Financial Services and more. P. Smith has 1 emails and 1 mobile phone numbers on RocketReach.
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