Chad Smith (BS, CFP®)
Chad Smith focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- Cash Flow/Budgets/Credit Issues
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Tax Planning for High Income Earners
Stock Options
Inheritance Decisions
Retirement Transitions
Consolidation and Organizing Entire Financial Picture
401k Planning
Additional Information
Chad is a Raleigh, NC Fee-Only financial advisor with more than 20 years of experience in the financial services industry. He enjoys serving clients that are close to retirement as a fiduciary, to find the unique tax savings strategies available to them. He also specializes in helping employees and executives of technology companies make the best decisions with their corporate benefit programs. Now with over 100 episodes, he is the co-host and creator of the Financial Symmetry podcast. He’s been a contributor to Money Magazine and has been quoted and appeared in the Wall Street Journal, CNBC, and Bloomberg.
NAPFA Start Date
December 12, 2006
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