Kevin Smith, CFP®

Kevin Smith joined the firm in 2018 and has over two decades of experience in the financial services industry. Kevin serves as a financial quarterback for his clients, helping them simplify complexity and focus on what they’re truly working toward.

Kevin works with a diverse range of clients to help them navigate the critical years before retirement. He believes retirement isn’t the finish line, but a transition that rewards early and thoughtful planning. His approach centers on comprehensive planning that extends well beyond investments, addressing cash flow, retirement readiness, and the values that drive long-term financial decisions. Kevin also places special emphasis on family involvement, helping clients engage and educate the next generation as part of a broader wealth strategy.

A frequent author and speaker on financial topics, Kevin has participated in panels at the 13th Annual RIA East Investment Forum and InVest 2019, and has spoken on investing fundamentals across Eastern Florida.

Giving back to his community is a core part of who Kevin is. He currently serves as Chairman of the Board of the Financial Planning Association of Central Florida and is a member of Wealthspire’s Financial Planning Committee.

Originally from Westchester, New York, Kevin now lives in Indialantic, FL with his wife and their dog, Socrates. Outside of work, he stays active by competing in triathlons, scuba diving, and playing tennis in his spare time.

Previous Experience

• Wealth Strategist at PagnatoKarp
• Associate Director at Convergent Wealth Advisors
• Client Relationship Manager at Royal Oak Capital Management, LLC
• Client Sales & Service Officer at U.S. Trust, Bank of America Private Wealth Management

Education & Credentials

• BS, Bucknell University, Business Administration
• Certificate in Financial Planning, Georgetown University
• CERTIFIED FINANCIAL PLANNER^®
• Series 65 license

Community

• Board Member, FPA of Central Florida
• Finance Park Volunteer
• Junior Achievement of Greater Washington
• Economic Empowerment

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. (CFP BOARD) OWNS THE CERTIFICATION MARKS CFP^®, CERTIFIED FINANCIAL PLANNER^®, AND CFP^® (WITH PLAQUE DESIGN) IN THE UNITED STATES, WHICH IT AUTHORIZES USE OF BY INDIVIDUALS WHO SUCCESSFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS.