Andrew D. Smith, Crpc©, Cmfc ©
About Andrew D. Smith, Crpc©, Cmfc ©
Andrew D. Smith is a Managing Partner and Senior Financial Planner at True North Wealth Partners, where he has worked since 2018. He has extensive experience in financial planning, having previously held senior positions at Financial Engines and The Mutual Fund Store.
Work at True North Wealth Partners
Andrew D. Smith serves as the Managing Partner and Senior Financial Planner at True North Wealth Partners. He has held this position since 2018, contributing to the firm's financial planning services in Dublin, Ohio. His role involves overseeing financial strategies and client relationships, ensuring that clients receive tailored financial advice.
Previous Experience in Financial Planning
Prior to his current role, Andrew D. Smith worked at Financial Engines as Senior Vice President of Financial Planning from 2016 to 2018. In this capacity, he was responsible for enhancing financial planning services in the Columbus, Ohio area. Additionally, he served as Senior Vice President of Investments at The Mutual Fund Store from 2012 to 2016, where he focused on investment strategies and client management.
Education and Expertise
Andrew D. Smith earned a Bachelor of Arts (B.A.) in Sociology with a minor in Political Science from Bowling Green State University, studying from 1990 to 1994. His educational background provides a foundation for understanding social dynamics and client interactions in financial planning.
Career Background
Andrew D. Smith has a diverse career in the financial services industry. He worked as a Registered Representative II at Charles Schwab from 2010 to 2012 in Indianapolis, Indiana. His experience also includes a role as a Financial Representative at Northwestern Mutual for ten months in 2006-2007 and a position with CedarCreek Church in Great Commission Ministries from 1994 to 2003.