Eric Smith
CFP®
Client Advisor
Eric Smith
CFP®
Client Advisor
“Financial planning is more than just numbers and investments. It’s about building lasting relationships and achieving peace of mind financially.”
Role at Mission Wealth
Eric works closely with a team of Client Advisors, analyzing current data from clients and putting together financial plans, wealth management reviews and year-end reports. He also prepares investment reports and financial scenarios.
Specializations
- Financial Planning
- Investments
- Estate Planning
- Tax Management
- Insurance Review
Role at Mission Wealth
Eric works closely with a team of Client Advisors, analyzing current data from clients and putting together financial plans, wealth management reviews and year-end reports. He also prepares investment reports and financial scenarios.
Specializations
- Financial Planning
- Investments
- Estate Planning
- Tax Management
- Insurance Review
Career Highlights
Before joining the Mission Wealth team, Eric worked for Fisher Investments in Portland, Oregon. Prior to that, Eric was an Intern for Invest Financial in Tampa, Florida as well as MHK Retirement Partners in Madison, Wisconsin.
Education
CERTIFIED FINANCIAL PLANNER™
To achieve the certification, individuals must demonstrate their financial planning competence through extensive education and a rigorous board examination focusing on the areas of financial planning, taxes, insurance, estate planning and retirement. CFP® professionals must also complete continuing education programs each year to maintain their certification status.
Career Highlights
Before joining the Mission Wealth team, Eric worked for Fisher Investments in Portland, Oregon. Prior to that, Eric was an Intern for Invest Financial in Tampa, Florida as well as MHK Retirement Partners in Madison, Wisconsin.
Education
Certified Financial Planner™
To achieve the certification, individuals must demonstrate their financial planning competence through extensive education and a rigorous board examination focusing on the areas of financial planning, taxes, insurance, estate planning and retirement. CFP® professionals must also complete continuing education programs each year to maintain their certification status.Personal Pursuits
Eric enjoys the outdoors, specifically skiing and camping. In his spare time, he also enjoys playing hockey and football.
Education
Bachelor of Business Administration from University of Wisconsin-Madison with a major in Finance, Investment and Banking with a specialization in Wealth Management & Financial Planning.
Personal Pursuits
Eric enjoys the outdoors, specifically skiing and camping. In his spare time, he also enjoys playing hockey and football.
Education
Bachelor of Business Administration from University of Wisconsin-Madison with a major in Finance, Investment and Banking with a specialization in Wealth Management & Financial Planning.