Mark G. Smith, CFP<sup>&reg;</sup> - Financial Advisor

Mark G. Smith, CFP®

CPA, ChFC, CLU

President

Vision Wealth Planning, LLC

4860 Cox Rd, Ste 200
Glen Allen, VA 23060
FINANCIAL ADVISOR'S WEBSITE
(804) 368-0854 CONNECT WITH Mark
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General

Mark Smith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Vision Wealth Planning, LLC in Glen Allen, VA and the surrounding communities.

Financial Advisor Overview

This firm was founded to meet the wealth management goals of individuals and families. To accomplish this objective, we combine sophisticated financial planning with expert investment management solutions that are always tied together to ensure the highest probability of successful financial outcomes. As a Registered Investment Advisory firm, we offer unbiased advice and operate on your behalf as a fiduciary.

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Financial Advisor Experience

Prior to founding VWP in 2012, Mark was with CapGroup Advisors in Richmond, VA and served on its Executive Committee as the Managing Principal of the Private Client Practice and worked with select high net worth individuals and families in providing comprehensive wealth management services. He has 25 years of experience providing financial planning services.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources