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John Smith CDFA®, CFP®, CLU
RoperStreet Planning, LLC
P.O. Box 40187 |
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John Holmes Smith IV, CFP®, CDFA® creates fee-based, custom, personal financial plans. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Life Underwriter®, with his own Registered Investment Adviser firm, ROPERSTREET PLANNING, LLC. He is a Certified Divorce Financial Analyst®, providing clients with objective information at a time of emotional stress. Smith has over seven years of experience financial advising, with many more years of broad life experience. His previous financial advisory experience was as an advisor at UBS Financial Service, Inc. for over five years, and at Merrill Lynch, Inc. for about a year. He has been a Certified Financial Planner™ since January 2007, and established his own firm in October of 2008. Concerned about clients’ questions on divorce, and wanting as much information and skill as possible to best serve the clients, Smith became a Certified Divorce Financial Analyst® in January 2008. Smith is a member of the Gulf Coast chapter of the Financial Planning Association and the Mobile Estate Planning Council. John Holmes Smith IV is a native of Nashville, Tennessee and grew up in Demopolis, Alabama and Tennessee. He attended The Webb School in Bell Buckle, Tennessee and has a B.A. from Vanderbilt University in History, with a minor in Economics. He concentrated in American economic history. Prior to 2002, he was a manager for many years for a transportation firm, which gave him a broad view of the economy and how it changes. CFP,CERTIFIED FINANCIAL PLANNER® and federally registered CFP{with flame logo} are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. |
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800.875.1760
