Eric S. Smith,  CFP<sup>&reg;</sup> - Financial Advisor

Eric S. Smith, CFP®

JD,

Financial Planner

Lifetime Planning, Inc

1200 Paseo Camarillo #190
Camarillo, CA 93010-6085
(805) 987-8938

General

Eric Smith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lifetime Planning, Inc in Camarillo, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Admitted to Bar
  • Other - J.D.

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Insurance, Retirement

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