About Bob Smith, CPF, CLU, CH.F.C., RFP

Bob Smith has over 15 years experience in the Financial Services Industry. His ability to help clients learn about money and to assist them in creating pathways to help them achieve their goals has helped him to become a proven leader in the industry.

Mr. Smith has also proven to be a true leader by helping individuals all across the United States to become business owners. His vision has helped to open offices all across the country.

Bob Smith’s designations:

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• Licensed to sell mutual funds since 1989 
• Licensed to sell life insurance since 1992 C
• Certified Financial Planner (CFP)
• Chartered Life Underwriter (CLU)
• Chartered Financial Consultant (CH.F.C.)
• Registered Financial Planner (RFP)