Brent Smith

Brent Smith

CFP®, Lead Planner

Brent Smith

Certified Financial Planner®

Brent is a Certified Financial Planner® who graduated from the Bryant University CFP® Program. He has been in the financial services industry for 8 years. Brent grew up locally, in Delmar. He graduated from SUNY Buffalo in 2011 with a Bachelor of Business Administration and focus in finance. Brent specializes in retirement planning, wealth management, tax planning, and estate planning for individuals, business owners and corporate executives.

Phone 518-793-3851
Fax 518-824-1124