Robert Smith

  • Robert Smith, MBA, CFP®

    Registered Principal

    CERTIFIED FINANCIAL PLANER

Robert holds an MBA and is a CERTIFIED FINANCIAL PLANNER™ professional. He primarily works with the families of senior executives and board members of public and larger private companies to run their family finances like a business.

Robert learned of the challenges and opportunities facing senior executives and board members during his more than 20 years of management consulting experience, primarily serving growth-company CEOs in the areas of business strategy, strategic planning, and mergers and acquisitions, and served as president of two strategy consulting firms.

Since 1999, he has helped families in challenging life, economic, and wealth management situations to improve control and accountability for family finances, lifestyle and legacy.

The relationship between the client family and its financial planner is highly confidential, constantly evolving, and long-term. It is built on a foundation of mutual trust.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.