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portrait of Patrick M Smith
FINANCIAL ADVISOR

Patrick M Smith

CFP®, CRPC™
3312 Rosedale St Suite 202, Gig Harbor, WA 98335opens in a new window
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About Patrick

My passion is in creating, developing and nurturing relationships. My ideal clients are simply people who are open-minded, goal-oriented and want to work together to create financial goals, implement recommendations and meet regularly for reviews and strategy updates.

My purpose or "why" is to help improve the lives of others while maintaining a work/life balance to care for and support my family.

Some Areas of Focus:

- Retirement planning
- Wealth strategies
- Business owner strategies
- Business retirement plans
- 401(K) to IRA rollovers
- Estate and legacy considerations

I have received a CERTIFIED FINANCIAL PLANNER® certification and a Chartered Retirement Planning Counselor™ designation.

I am very...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • College Savings

Work History

  • Edward JonesJanuary 2021 to Current
  • Equitable Advisors, LLCJuly 2020 to December 2020

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Western Governors UniversityMaster of Business Admin

Team Members

  • Lori Tipple
    Registered Branch Associate
  • Carolyn Fleming
    Sr. Branch Office Administrator
    FPQP®
  • Sharie Marquett
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(253) 313-1626

Fax

(877) 337-3196

Office Address

3312 Rosedale St Suite 202
Gig Harbor, WA 98335opens in a new window

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