Broker Check
David Smith, AIF®, CFP®, CRPC®

David Smith, AIF®, CFP®, CRPC®

Private Wealth Manager

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.