June 20, 2021

Chad Smith, CFP® Is Named One of Investopedia’s Top 100 Financial Advisors

Angela Keeley-White

Chad Smith, CFP® was selected as one of Investopedia’s 100 Top Financial Advisors of 2021. He is one of two financial advisors on this list from North Carolina.

Chad was also selected in Investopedia’s 100 Top Financial Advisors of 2020, and you can view the video here.

Top Advisor Contributions

Investopedia states that the list celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. With more than 100,000 independent financial advisors in the U.S., the Investopedia 100 spotlights the country’s most engaged, influential, and educational advisors.

 

About the Methodology

Investopedia states that their ‘proprietary methodology focuses on awarding financial advisors who have demonstrated a top-of-the-industry ability to reach the largest and most diverse financial and investing audience. That reach is measured by the impact and quality of the advisor’s published work, public appearances, online following, and commitment to financial literacy across diverse communities. The 2021 Investopedia 100 also heavily weighed peer-to-peer nominations, highlighting the most influential advisors who were recommended by their peers. We receive no compensation from placing advisors on our list, nor does an advisor’s appearance on our list constitute an individual endorsement by Investopedia of such advisor.’

You can read more by clicking here.

Share
Posted

June 20, 2021

Category

Angela Keeley-White is our Client Service Manager. She is responsible for managing our firm’s client communications, social media content, digital initiatives, and onboarding new clients.

Market Outlook

Heavy Weights: The Real Story Behind Current Market Concentration

Market Outlook, Podcast

Fighting FOMO in Your Portfolio, Ep #233

Take Charge of your Finances

2025 Contribution Limits

Learn how to balance your retirement

Financial Symmetry advisors unveil financial opportunities to help you balance enjoying today with being ready to retire later.

Subscribe
Get weekly updates with our latest blog posts.

Financial Symmetry icon

CLIENT CENTER

UPLOAD FILES

Pershing Account