Chad Smith

Who is Chad Smith?


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A financial planner who enjoys writing. Also a Wolfpack fan who also enjoys the Back to the Future triology. I am a financial planner and partner of Financial Symmetry Inc.in Raleigh, NC.  After completing my degree at NC State, I studied through the College of Financial Planning and earned my CFP® license.

Working with families and individuals, I work to optimize your financial situation so you are better positioned to do the things you really want to do (more generically known as accomplishing your goals).

Whether it’s finding the best place to save for retirement, how to lower your tax burden, or selecting the best time to claim Social Security, I find the answers you are looking for. 

Being an independent fee-only financial advisor, I am only paid by my clients which reduces the conflicts of interest that often exist from outside influences. 

I am a contributor to Time Magazine and have appeared in the Wall Street Journal, Businessweek, Bloomberg, msn.com, Financial Planning Magazine, Triangle Business Journal, and Investment News.  I am an active member of NAPFA, the Financial Planning Association and FPA's NexGen.

Presentations:
Most popular blog posts I've written include:

Personally:

Check out some more interesting photos here on Instagram.


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  • Place Lived: Oviedo - Islas Baleares - Spain Apex, NC
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