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|  OUR FIRM includes Brett R. Smith and a professional and experienced staff. The firm is registered with the U.S. Securities and Exchange Commission as a registered investment advisory firm. Brett Smith has been working as a Financial Planner, Investment Advisor and Certified Public Accountant in Colorado for over twenty years. He is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), the Personal Finance Division of the American Institue of Certified Public Accountants (AICPA) and the National Association of Tax Professionals (NATP). He holds the following degrees and certifications:
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Bachelor of Science in Business Administration – Accounting Major – Kansas State University |
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Bachelor of Science - Economics Major – Colorado State University |
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Master of Business Administration – Colorado University |
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Master of Taxation – Denver University |
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Certified Public Accountant (CPA) |
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Certified Financial Planner (CFP) |
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Personal Financial Specialist (PFS) |
OUR PURPOSE is to help build, manage and preserve your wealth.
CONTACT US TODAY to schedule your free “get acquainted” conference to discuss your specific financial goals and objectives.
Investment Advisor in Colorado
Contact us at:
Brett R. Smith CPA Wealth Management, LLC
A Colorado Financial Planning Firm
Phone: 303-604-0505
Fax: 303-604-0488
1285 Cimarron Drive, Suite 202
Lafayette, CO 80026
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©2010 Brett R. Smith CPA Wealth Management, LLC. All rights reserved.
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