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.