Todd Smith
Financial Advisor
CFP®
Todd Smith is a Financial Advisor and has been in the financial services industry for over 30 years. Todd wants to guide each client so they can reach their financial goals and achieve their personal dreams. Prior to joining our team, he worked at Fidelity Investments for over 15 years and at E*TRADE for 6 years. Todd got his BA in Economics at the University of Georgia and became a CERTIFIED FINANCIAL PLANNER® professional in 1989. Todd is married and his wife, Cheri, stages homes in the real estate industry. He has 4 children and one grandchild.
Latest Insights
The Wealth Preservation Trap: When Playing It Too Safe Can Cost You
Protecting what you've built is a reasonable instinct. But taken too far, it can introduce the very risks you were trying to avoid.
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The Year-End Planning Myth: Why Your Most Important Financial Decisions Don't Happen in December
December is a useful checkpoint. But the decisions that actually shape long-term wealth rarely wait until the fourth quarter to matter.
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Charitable Giving Is Easy. Tax-Efficient Charitable Planning Is Harder.
Donating is simple. Building a giving strategy that's integrated, tax-smart, and aligned with your family's values? That takes intention.
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