Chad Smith

Experienced Fee-Only Advisor that puts your interest first.

CFP® at Financial Symmetry Inc. in Raleigh, NC

About

I have helped hundreds of individuals and families find the best place to save for retirement, lower tax burdens, or select the best time to claim Social Security. I'm an experienced fee-only advisor that puts your interest first.

Address
1511 Sunday Dr Ste 120 in Raleigh, NC 27607
Info
Year started: 2000

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Specialties

  • Education Savings
  • Equities
  • Estate Planning
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Credentials

Certifications

CFP®

Accomplishments

Background

Experience

Financial Planner
Co-Owner and Financial Advisor

Education

NC State University