YOUR FINANCIAL SECURITY IS OUR BUSINESS
At Smith Financial Management, our mission is to be the preeminent, trusted financial organization, helping companies and individuals make intelligent financial decisions and pursue their goals.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP 
in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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