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Robert Smith

ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 WMCP® i
Wealth Management Certified Professional® :

Applies foundational knowledge to build a broadly diversified, tax-efficient portfolio aligned with your goals.

Professional Profile

Address 439 4th Street SW
Hickory, NC 20602

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My Expertise Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management, Wealth Management Designations Held
ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 WMCP® i
Wealth Management Certified Professional® :

Applies foundational knowledge to build a broadly diversified, tax-efficient portfolio aligned with your goals.
Minimum Assets $250,000 - $499,999 Minimum Income less than $50K Languages Spoken (self-reported) English

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