CD Smith Financial
Christopher D Smith
Wealth Management Advisor|CFP®, ChFC®, RICP®, WMCP®
About Chris
Christopher grew up in the small central Pennsylvania town of Northumberland, and is a 1998 graduate of Shikellamy High School. Christopher continued his education at Bloomsburg University, where he graduated in 2002 with a B.S. in Business Administration while majoring in Finance.
Christopher and his wife Lindsay live in Spring Mills, PA with their daughter Madilyn. Christopher enjoys spending time with family and feels blessed to have all 6 of Madilyn's grandparents within an hour and half of their home.
When Christopher isn't working, he enjoys traveling, Penn State Football, exercising, & cooking on his Traeger pellet smoker.
Credentials
CERTIFIED FINANCIAL PLANNER™ Professional, administered by the CFP Board
CERTIFIED FINANCIAL PLANNER™ professional certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
Chartered Financial Consultant (ChFC®)
The ChFC® program covers a must-have list of requirements for financial advisors, from knowledge on tax and retirement planning to special needs advising, wealth management, insurance, and more such as: - Income tax strategies for individuals, small businesses, corporations, and more - Retirement planning, investing, and estate planning strategies for success - Special needs planning, gift planning and inheritance, insurance, and more
Retirement Income Certified Professional® (RICP®)
The accredited RICP® program is tailored for financial professionals seeking to specialize in the retirement income planning field through an online, self-study format that allows the advisor to move through lessons at their own pace to suit their busy schedule serving clients. With the RICP® program, we can deliver valuable expertise. Advisors and teammates gain the skills to build sustainable, holistic retirement plans, delivering unbeatable value for you and our clients. With completion, these tools include estate planning techniques, portfolio assessment, personal finance best practices, health expense budget creation, home equity strategies, and more.
The Wealth Management Certified Professional® (WMCP®)
The Wealth Management Certified Professional® (WMCP®) has quickly become the industry standard in new advisor wealth management education — an engaging online program that provides professionals establishing a wealth management practice, transitioning business models, or entering a wealth management organization with a goal-based, practical approach to financial planning. The WMCP® program delivers evidence-based strategies that equip financial professionals with the knowledge to develop sophisticated plans that meet a range of client goals.
Lending a hand in our community.
Leadership Centre County (2015)
Christopher is a graduate of the 2015 Leadership Centre County class. After having an opportunity to learn about many of the great programs in the community, Christopher was compelled to become more involved.
BNI LIONS Chapter of State College (2010)
Christopher is an active member of the BNI LIONS Chapter of State College and has been since 2010
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning