David Smith, AIF®,  CFP®,  CRPC®

David Smith, AIF®, CFP®, CRPC®

Private Wealth Manager

14881 Quorom Drive, Suite 430
Dallas, TX 75254

Phone: 972-865-6944
Fax: 972-767-5569
E-mail:
 

 

 

I provide my clients with an "open architecture" when helping them to choose their investments. 

This means no proprietary products.  Serving my clients since 2001, I work with individuals, families, and

business owners.  I provide comprehensive financial planning services, which includes:

retirement planning, education planning, estate planning, asset allocation, asset management,

protection planning, and tax strategies.

In addition to these services, I develop and manage retirement programs for individuals, and

small- to medium-sized companies.

I currently hold the following designations:

CFP® -- Certified Financial Planning Professional (since 2005)

CRPC® -- Charter Retirement Planning Counselor (since 2003)

I grew up in Cowtown, TX (Fort Worth). I was fascinated with the history of Fort Worth when I

learned about it in the third grade, and I continue to refer to my hometown as Cowtown. 

I graduated high school 1979.

I received my M.S. Degree from Texas A&M University – Commerce, 1986.

Became a Financial Planner 2001.

I currently live in Wylie, TX.

My hobbies: golf, disc golf, exercise regularly, Texas Hold’em Poker, hiking, and camping.

My Value Proposition

As a financial advisor, what I do for you is a cross between a “dream weaver” and a

“life guard.”  I help you to fulfill your dreams through a comprehensive approach to

financial planning, meet with you on a regular basis to track the progress towards your

dreams, and protect your dreams by being proactive in my tax* and investment strategies.  

As a life guard, I help to protect your dreams by providing you with sufficient life, disability,

and long-term care strategies and products so that the life you dream about is protected

from unseen and unexpected events.

Who I Work With

I do not restrict my practice to people with a certain net worth or higher. If I am able to

help someone with their financial planning needs, I will assist them to the best of my

abilities. See Services for details.

Individuals age 30 and above (with exceptions)

Married with Children

Business Owners

Small- to mid-sized companies: business financial planning and

retirement plan administration

Attorneys and divorcing couples

I do not give tax advice. Please consult your CPA or other tax professional.

 

 

 

 

 

As an independent financial advisor I am able to provide my clients the freedom to decide which investments they prefer.

Using this "open architecture" means no proprietary products, resulting in unbiased client solutions.

 

Serving my clients since 2001, I work with individuals, families, and business owners. I provide comprehensive financial

planning services, which includes: retirement planning, education planning, estate planning, asset allocation, asset

management, protection planning, and tax strategies.

 

In addition to these services, I develop and manage retirement programs for individuals, and small- to medium-sized

companies.

 

 

I currently hold the following designations:

 

CFP® -- Certified Financial Planning Professional (since 2005)

CRPC® -- Charter Retirement Planning Counselor (since 2003)

 

I grew up in Cowtown, TX (Fort Worth). I was fascinated with the history of Fort Worth when I learned about it in the third

grade, and I continue to refer to my hometown as Cowtown. I graduated high school 1979.

I received my M.S. Degree from Texas A&M University – Commerce, 1986.

Became a Financial Planner 2001.

I currently live in Wylie, TX.

 

My hobbies: golf, disc golf, exercise regularly, Texas Hold’em Poker, hiking, and camping.

 

My Value Proposition

As a financial advisor, what I do for you is a cross between a “dream weaver” and a “life guard.” I help you to fulfill

your dreams through a comprehensive approach to financial planning, meet with you on a regular basis to track the

progress towards your dreams, and protect your dreams by being proactive in my tax* and investment strategies.  

As a life guard, I help to protect your dreams by providing you with sufficient life, disability, and long-term care

strategies and products so that the life you dream about is protected from unseen and unexpected events.

 

 

 

 

 

 

 

 

Who I Work With

I do not restrict my practice to people with a certain net worth or higher. If I am able to help someone with their

financial planning needs, I will assist them to the best of my abilities. See Services for details.

Individuals age 30 and above (with exceptions)

Married with Children

Business Owners

Small- to mid-sized companies: business financial planning and retirement plan administration

Attorneys and divorcing couples

 

I do not give tax advice. Please consult your CPA or other tax professional.