Paul D. Smith,  CFP<sup>&reg;</sup> - Financial Advisor

Paul D. Smith, CFP®

Financial Adviser

Physicians Resource Services

6500 River Place Blvd, Bldg 7 Ste 250
Austin, TX 78730
FINANCIAL ADVISOR'S WEBSITE
(512) 334-6200 CONNECT WITH Paul
  • linkedin link

General

Paul Smith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Physicians Resource Services in Austin, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

NYLife Securities, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Real Estate, Retirement, Succession Planning, Long-term Care, Nontraditional Households

More

Helpful Financial Planning Resources

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