Kameron Smith
Fee-Only Fiduciary CERTIFIED FINANCIAL PLANNER™ Professional | Financial Coach Guiding Clients From “Where You Are” to “Where You Want to Be”
- Role
- Wealth Advisor at Parallel Advisors, LLC
- Location
- Troy, OH, US
- LinkedIn followers
- 500 followers
About Kameron Smith
I help individuals and families organize their financial lives so they can make confident…
Experience
Wealth Advisor
Feb 2024 — Present · Dayton, OH, US
Parallel Advisors is a registered, independent wealth management firm serving individuals, families, retirement plans, family offices, and foundations.We specialize in comprehensive financial planning designed to help our clients accomplish their financial goals. Our expertise includes portfolio construction, asset management, estate and wealth transfer, tax planning and preparation, risk management, and other specialized services. Our offices are located in San Francisco, Dallas, Denver, Dayton, Oklahoma City and Honolulu.
Education
Wright State University
Bachelor of Science (B.S.), Financial Planning and Services
2009 — 2013
Skills
- Time Management
- Investments
- Finance
- Estate Planning
- Financial Planning
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