Phillip Smith

Financial Planner | Husband & Father | Veteran | Helping People Close to Retirement Gain Clarity and Confidence

Role
Financial Planner at Tidepool Wealth Strategies
Location
Eugene, OR, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Phillip Smith

Retirement is one of life’s biggest transitions, and it’s about more than money. If…

Experience

  1. Financial Planner

    Tidepool Wealth Strategies

    Jan 2024 — Present · Eugene, OR, US

Education

  • University of Oregon

    Bachelor of Arts (B.A.)

    2013 — 2015

  • Cape Fear Community College

    Associate of Arts (AA)

    2010 — 2012

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Phillip Smith — Financial Planner at Tidepool Wealth Strategies in Eugene, OR, US | Unifers