Norman Smith (AAMS, BA, CFP®, CPA/PFS, MBA)

Norman Smith focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Traditional CPA firm with emphasis in financial planning.

NAPFA Start Date

December 18, 2000


This Office

2120 Caton Way SW Olympia, WA 98502-1105 Phone: (360) 754-9475 Fax: (360) 786-8174