Brian Smith, CFP®, CRPC®

Private Wealth Manager

 

Since I began my career in the financial services industry, many things have changed.  But one thing that hasn’t changed is my desire to create a meaningful long-term  relationship based on trust with my clients and the people who matter most to them.

At VisionPoint we have developed and refined a process that puts every piece of the financial puzzle together. Our WealthBridge FORMula looks at the things that matter most to our clients such as family matters, their occupation, recreational plans and the money it takes to accomplish all the goals tied to each.

I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor (CRPC®), requiring me to follow a strict code of ethics and participate in ongoing education to retain these certifications. I earned my Bachelor of Science Degree in Finance from Illinois State University and also have a Masters of Business Administration Degree in Finance from Western Illinois University.

My wife and I are lifelong residents of the Quad Cities. We enjoy watching our two children grow and participate in various sporting events and academic clubs.