Chad Smith, CFP® shares his career journey of starting as an intern and now part owner of his company. He’s been with the same company that full time and shares what has made him successful.

Today we are joined by Chad Smith, CFP®, a financial planner and part owner of Financial Symmetry. Chad shares his career journey of starting as an intern and now part owner of his company. He’s been with the same company that full time and shares what has made him successful. He is also a fellow podcaster, so be sure to check him out.

Once again, if you passed your CFP® exam this past week, we want to celebrate with you! Send me an email at hannah@guidingwealth.com with your address and we have something to send you.

 

The Financial Symmetry Podcast

FPA NexGen Gathering

Abacus Planning Group

Cheryl R. Holland, CFP®