Christopher T. Smith, CFP®

Financial Advisor

How do you help clients Invest in Peace of Mind?

I help clients invest in Peace of Mind by building trust, providing education, and developing personalized strategies that manage risk while aligning with their goals. I provide ongoing support and proactive guidance to help clients navigate market fluctuations and life changes, fostering confidence in their financial situations.

What do you think are the most important steps people can take to improve their financial well-being?

To enhance your financial well-being, aim to save a portion of your income regularly for both an emergency fund and long-term goals like retirement. It's also important to reduce high-interest debt and build a portfolio that aligns with your risk tolerance to help grow your wealth over time.

How do you like to spend time outside of the office?

Outside of the office, I focus on family time with my wife and child. I also enjoy golfing and the physical and mental benefits of working out.

What are you a fan of?

As a transplant to Pittsburgh, I've embraced the local sports scene, rooting for both the Steelers and Penguins. Also, as a Penn State alumnus, I am a loyal fan of the Nittany Lion's football and wrestling teams.

What causes or community organizations are important to you?

I am involved with my local church.