Kevin Smith, CFP®, Private Client Consultant, Advanced Planning

Kevin Smith is a private client consultant with Commonwealth’s Advanced Planning team. With the firm since 2020, he manages advisor requests for support with HNW and UHNW clients and collaborates with subject matter experts. Kevin holds the CFP® designation, FINRA Series 7, 24, and 66 securities registrations, and is currently pursuing a JD at the Massachusetts School of Law.
Information about securities-registered professionals may be found at FINRA BROKERCHECK.

  • Discussing Strategies for Maximizing Retirement Income

    Retirement discussions with clients should not only cover saving and envisioning life after work but also the risk of outliving their savings. Discover how to prepare them for a secure retirement with these tailored strategies and resources.

    Kevin Smith, CFP®

    Kevin Smith, CFP®

    12.18.24