What does it mean to be a SmartVestor Pro?
I agree to the SmartVestor Code of Conduct.
I believe everyone deserves access to solid, professional investing guidance. I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others.
I provide a refreshing twist on financial planning.
I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals.
I care about your future.
I’m more than a “financial planner”—I’m someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.
SmartVestor Pros have a client-first mentality.
SmartVestor Pros are committed to educating and empowering you. They don’t just offer a single company’s investment choices; they can shop around to help you reach your goals.
SmartVestor Pros focus on the long term.
Like Dave, SmartVestor Pros believe that eliminating debt and investing for the long term is the ideal way to build wealth and prepare for retirement. No account is too small to get started.