Robert O. Smith,  CFP<sup>&reg;</sup> - Financial Advisor

Robert O. Smith, CFP®

MS, CLTC

Comprehensive Financial Advisers

561 Exton Commons
Exton, PA 19341
FINANCIAL ADVISOR'S WEBSITE
(610) 524-9761

General

Robert Smith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Comprehensive Financial Advisers in Exton, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLTC, CSA

Insurance Licenses

  • Life insurance: PA,DE,MD,NJ,FL
  • Health/disability insurance: PA,DE,MD,NJ,FL
  • Fixed annuities: PA,DE,MD,NJ,FL
  • Variable annuities: PA,DE,MD,NJ,FL

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Personal Taxes

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