Curtiss Smith

Utah . South Jordan - United States

Curtiss Smith 的邮箱和电话

电子邮件 cur***@***.com

Curtiss Smith 当前工作场所

Net Worth Advisory Group

Net Worth Advisory Group, LLC, is an independent, FEE-ONLY (no commissions), Certified Financial Planner® and investment advisory firm located in Salt Lake City, Utah. Our mission is to help clients achieve financial peace of mind through the implementation of customized financial plans and ongoing personalized asset management. We specialize in helping people transition from the workplace into retirement, and insuring that those who are already retired will not outlive their nest egg. Most of our clients are within three years of retiring or already retired. We also help younger business owners develop creative ways to save and meet their retirement goals. We ensure that all of our clients have a comprehensive financial plan, and we meet with each client every six months to update the financial plan and review investment performance. As a NAPFA-registered fee-only advisory firm, we provide recommendations that are not tainted by a hidden agenda to sell financial products paying large commissions. Unlike our competitors at brokerage firms, insurance companies, and banks, we are compensated solely by our clients, so we are financially motivated to provide objective advice that is always in our clients' best interests. Unfortunately, anyone can call himself or herself a financial planner. However, only a Certified Financial Planner® (CFP®) has met the education, examination, experience and ethical requirements mandated by the CFP® board. Of the estimated 800,000 financial advisors in the U.S. only 55,000 have earned the CFP® designation. All Net Worth advisors are either CFPs® or CFPs® in training.

Curtiss Smith 简介

公司 Net Worth Advisory Group
职位 Partner, Chief Marketing Officer
地点 United States
LinkedIn http://www.linkedin.com/in/curtisssmith
部门 c_suite,master_marketing
头衔 CERTIFIED FINANCIAL PLANNER™ (fee-only) at Net Worth Advisory Group

Curtiss Smith 的常见问题(FAQs)

Curtiss Smith 在哪家公司工作?

Curtiss Smith 在 Net Worth Advisory Group 担任 CERTIFIED FINANCIAL PLANNER™ (fee-only) at Net Worth Advisory Group

Curtiss Smith 在 Net Worth Advisory Group 的职位是什么?

Curtiss Smith 在 Net Worth Advisory Group 的职位是 CERTIFIED FINANCIAL PLANNER™ (fee-only) at Net Worth Advisory Group

Curtiss Smith 的电子邮件地址是什么?

Curtiss Smith 的电子邮件地址是 cur***@***.com

Curtiss Smith 的电话号码是什么?

Curtiss Smith 的电话号码是 -

Curtiss Smith 的工作电话号码是什么?

Curtiss Smith 的公司电话号码是 +180****

Curtiss Smith 从事哪个行业?

Curtiss Smith 在 financial services 工作。

Curtiss Smith 的同事是谁?

Curtiss Smith 的一些同事包括Angela Glade、David Swapp、Kristy Donahoo、Ray LevitreCurtiss Smith、。

我如何联系 Curtiss Smith?

Curtiss Smith联系方式: 电子邮件地址:cur***@***.com 电话号码:-

Curtiss Smith 的个人领英是多少

Curtiss Smith 的个人领英是:http://www.linkedin.com/in/curtisssmith

Curtiss Smith 的办公地点在哪里?

Curtiss Smith 的办公地点:9980 South 300 West, Suite 110, Sandy, Utah 84070, US

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