Jessica Smith (BS, CAP, CFP®, CLU, CPWA®)

Jessica Smith focuses in the
following client markets or areas of practice:
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Insurance Related Issues
- Retirement Planning & Distribution Rules
- Tax Planning
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Insurance Related Issues
- Retirement Planning & Distribution Rules
- Tax Planning
NAPFA Start Date
January 27, 2005