Andrew J. Smith CFP®
Andrew joined the CFM team in 2019, after graduating cum laude from Gonzaga University with a Bachelors of Business Administration with concentrations in Finance and Operations and Supply Chain Management.
Andrew was drawn to the financial planning/ analysts industry in his freshman year at Gonzaga, after learning about the connections planners make with their clients. He looks forward to building long-lasting relationships with our clients, while continuing to be a student of the business.
Andrew earned the CERTIFIED FINANCIAL PLANNER™ certification (CFP®) in 2021 from Kaplan University. Also, he currently holds the SIE, Series 7, and Series 66 designations, along with his life insurance certificate for the state of Oregon. He is a registered sales assistant with LPL Financial, Consolidated Financial Management’s registered broker/dealer. He currently holds the investment advisor representative license with Golden State Wealth Management, LLC. in California, Texas and Oregon.
When Andrew isn’t in the office, or reading up on the markets, Andrew can be found playing soccer, kayaking, exploring downtown Portland, or working on his cooking skills.