Chad Smith
Partner and Fee-Only Fiduciary Financial Advisor at Financial Symmetry / Podcast Host
- Role
- Financial Advisor at Financial Symmetry Inc
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Chad Smith
For over 20 years, I\'ve enjoyed helping people make better financial decisions. As a Raleigh, NC Fee-Only financial advisor and fiduciary, I enjoy serving clients that are close to retirement to find unique tax savings strategies available to them. I\'m the host and creator of The Financial Symmetry Show: Balancing Today with Retirement.I appreciate all our clients and friends who wish to recommend us on LinkedIn and other social media sites. Your confidence and trust are humbling and inspiring, however the SEC prohibits any investment advisor from using testimonials. So feel free to tell people about us, but we are not allowed to show your endorsements on any content that we control.
Experience
Financial Advisor
Feb 2000 — Present
Working with individuals and couples to optimize their financial situations.
Education
College for Financial Planning
CFP® Certification Professional Education Program
2004 — 2006
North Carolina State University
Bachelor of Science - BS, Finance
Skills
- Financial Planning
- Financial Analysis
- Investments
- Social Media
- Finance
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