Robert Smith CAP®, ChFC®, AEP®, CLU®

As Founder and President of Scottsdale Financial Group, LTD, Robert brings over 35 years of experience in estate and succession planning, philanthropy, special needs strategies and insurance services to his profession. Robert has achieved numerous financial industry designations throughout his career including Chartered Financial Consultant, Chartered Advisor in Philanthropy, Chartered Life Underwriter, and Accredited Estate Planner. Scottsdale Financial Group has long been recognized as an expert in asset and income protection planning to a client base of high-net-worth families, professionals, executives, and business owners, and works directly with attorneys, CPAs, and other advisors to create coordinated strategies.

Robert is also a Partner with TMD Wealth Management, a team of local registered investment advisors providing services to develop effective investment strategies, retirement solutions, cash-flow management advice, and other financial planning approaches to a wide array of affluent corporate executives, professional athletes, families, and individuals.

https://www.scottsdalefinancialaz.com/