Our partners share the common goal of providing you with the knowledge, sound judgment, and personalized service you need to confidently pursue your financial goals.
I look forward to helping you define your financial vision—and making it a reality.
CERTIFIED FINANCIAL PLANNER™ Professional
Rodney Smith is an accomplished financial advisor with more than 20 years of experience. During this time, he has developed extensive knowledge of investment strategies, portfolio management, and financial planning. With a focus on providing customized solutions for his clients, Rodney has helped numerous individuals and families achieve their financial goals.
Throughout his career, Rodney has developed a reputation for his dedication to his clients and his ability to build lasting relationships based on trust and transparency. He has a deep understanding of the financial markets and the ever-changing landscape of the industry. His experience and sound advice have enabled his clients to navigate through market fluctuations and economic downturns with confidence. Rodney is committed to continuing education and staying up-to-date on the latest trends and developments in the financial industry. He holds several certifications, including the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Retirement Income Certified Professional® (RICP®) designation.
Rodney moved to Arizona to complete his studies at Arizona State University. He lives with his wife, Nicole, and their two children. When they are not attending youth sporting events, he enjoys outdoor activities and spending time with friends.