CFP Disclosure

Steven Smit is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. to individuals who meet rigorous education, examination, experience, and ethical requirements.

As a CFP® professional, I am committed to providing financial planning services that are in the best interest of my clients, adhering to a fiduciary standard of care.

I provide comprehensive financial planning services, including retirement planning, investment management, tax strategies, and estate planning.

Learn more about the value of working with a CERTIFIED FINANCIAL PLANNER™ professional at the CFP Board’s website.