David A. Smith, CFP®, MSFS, AIF®
For 35+ years, Dave has specialized in comprehensive financial planning with an innovative thought process and is committed to providing his clients with practical, principled and personalized financial strategies necessary to help achieve their goals. Dave's experience and education enables him to recommend appropriate strategies to help individuals and businesses fulfill their financial goals and objectives. As an independent advisor and business owner, Dave also understands the small business owner, the challenges they face and opportunities that may be overlooked.
Dave holds a B.S. in Business (Financial Services) from Wright State University and an M.S. in Financial Services (MSFS) from The American College. Dave is also a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary (AIF®) and a proud member of the Financial Planning Association (FPA) for 25 years. Registered and conducting business with clients in 27 states, Dave holds Life, Accident & Health, and Annuity licenses and these registrations:
- Series 7 (General Securities Representative)
- Series 24 (General Securities Principal)
- Series 51 (Municipal Fund Securities Principal)
- Series 63 (Uniform Securities Agent State Law)
- Series 65 (Uniform Investment Adviser Law)
Dave lives in Beavercreek with his wife Nancy and their black lab Simba. Their two grown children live nearby and often enjoy dinners together. Dave enjoys golfing, traveling, fishing, and reading lots of finance-related material.