Chad S Smith, CFP®

Financial Representative

Professional

In order to grasp a better understanding for one's individual, family and small business needs, Chad works to develop a personal relationship with each of his clients to help meet their needs in an efficient and effective way. Chad's experience in financial planning enables him to work with individuals and families in all stages of life and across a wide range of industries. He is highly skilled in personalizing a plan specifically for you and your family, helping you to reach your goals in obtaining financial security.

Chad graduated from Texas A&M University with a Bachelor’s of Science in Economics where he also received a Business in Economics Certificate. Chad is also a recent graduate of the Texas A&M Financial Planning Program.

Education

Degree Major Institution
Bachelor of Science Economics Texas A&M University

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2013-2016

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2012-2016

Award recognizing commitment to excellence in service to clients and industry

 

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