Philip e Smith
- Role
- Private Wealth Advisor at Ameriprise Financial Services, LLC
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
Experience
Private Wealth Advisor
Ameriprise Financial Services, LLC
Aug 2000 — Present
Managing Director Salient Wealth Planning, A private wealth advisory practice of Ameriprise Financial Services, LLC. I have extensive experience in helping affluent clients preserve and grow their wealth. I possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. I help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience. CA Insurance #0D06130 AR License #36•••88
Education
The American College of Financial Services
MSFS
2008 — 2010
Certified Financial Planner-Board of Standards, Inc.
CFP®, Financial Planning
2002 — 2003
Point Loma Nazarene University
Bachelor of Arts, Business Administration, Concentration in Finance
1996 — 2000
The American College of Financial Services
RICP®, Financial Planning
2015 — 2015
The American College of Financial Services
ChFC®, Financial Planning
2001 — 2003
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