Jonathan Smith (CFP®)
Jonathan Smith focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
Additional Information
My core purpose is to illuminate paths and provide support for the discovery and pursuit of a fulfilling life.
NAPFA Start Date
September 14, 2018