Chad Smith

About Chad Smith

Expert guidance for a lifetime of financial security—that’s what we seek to provide to every client we serve at RSF Wealth Management. Solution-focused and future-oriented, we build enduring relationships with clients to help them achieve their financial goals. From a young age, I knew I wanted to combine my natural talent for financial analysis with my passion for helping others. After graduating with a degree in economics from Texas A&M University, I began vetting and interviewing with nearly every major financial institution. I knew I had found my place when I discovered Northwestern Mutual. The firm’s rare blend of best-in-class solutions and sharp, purpose-oriented people drew me in more than a decade ago and has kept me here ever since. At the start of my career, I was lucky enough to find a mentor and friend in Keith Rollins. A few years later, we recognized that we could each serve our clients better as a team. Now, through RSF Wealth Management, a Northwestern Mutual Private Client Group, we are united in our commitment to providing comprehensive financial planning for clients in and far beyond the Greater Houston area. Our approach is both personal and analytical in nature. We know that every client has unique dreams and ambitions for the future, so we seek to understand those and craft a solutions-based plan to achieve them. Whether our clients are business owners, entrepreneurs, or high net worth individuals, our focus is building holistic financial plans with an emphasis on tax, estate, and wealth strategies.To learn more about me and our team, please visit Specialties: Financial Strategy | Comprehensive Financial Planning | Investments | Portfolio Management | Estate Planning | Life Insurance Planning | Family Financial Planning

Experience

1. Financial Advisor

   Northwestern Mutual

   Jan 2008 — Present · Houston, TX, US

Education

• Texas A&M University

  Bachelor of Science (B.S.)

  2004 — 2008