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| A Profile: Donald L. Smith |
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When it comes to their own retirement planning or that of their employees, business owners and professionals naturally seek the most educated and experienced financial advisor they can find - a great communicator as well as a great source for knowledge.
That search leads to Donald L. Smith. Don is founder and CEO of Provident Wealth Management. He is a USA Today Money Expert, appears on CNN and CNBC, is recognized in Who's Who in American Finance, and is a university instructor of graduate and undergraduate financial courses.
As a financial advisor of exemplary education and experience, Don knows that both psychological and financial factors drive decisionmaking when it comes to retirement planning. He helps business owners and business professionals plan to sustain their lifestyles with remarkable personal care and attention. His unique, psychology-based approach to 401(k) plan design and communication addresses these factors - it has opened workers' eyes and inspired them to move forward with confidence and a new direction.
From an early age, Don had an ambition to master financial matters and become one of the top financial advisors in the country. Some of his education credentials include:
Masters Degree in Business Administration (MBA)
Masters of Science Degree in Financial Services (MSFS)
Bachelors Degree in Psychology (BS)
Certified Employee Benefits Specialist (CEBS)
Certified Financial Planner (CFP )
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (CHFC)
Certified Divorce Financial Analyst (CDFA)
Certified Fund Specialist (CFS)
Accredited Retirement Plan Specialist (ARPS)
Accredited Investment Fiduciary Analyst (AIFA)
You may contact Don today to explore the possibility of a retirement planning partnership. He welcomes your inquiry.
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| Securities offered through Provident Private Capital Partners, Inc. Member FINRA/SIPC. |
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