About Chad Smith, CFP®

Chad Smith headshot

Academy Trainer

Chad Smith, CFP®

With over 25 years experience, Chad is President of Retirement Planning Specialists, a multi-million dollar practice. Through the Academy, he has helped hundreds of advisors improve their services and systems. His main focus is sharing how he services clients and generates new business. Chad is well-known and respected as a thought leader and role model for other advisors.  Chad has presented at multiple conferences and is constantly sought after as a knowledgable panelist and industry expert. Chad is a Certified Financial Planner™ who is a Registered Representative offering securities through TD Ameritrade. He is happily married with two children.

Chad holds Series 6, 7, 24, 63 and 66 securities registrations.

Menu