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portrait of Peter Smart
FINANCIAL ADVISOR

Peter Smart

CFP®
15 SW Everett Mall Way Ste F, Everett, WA 98204opens in a new window
CallSend Me a Message

About Peter

I'm passionate about understanding what is important to my clients and designing personalized strategies to help you achieve your goals. I'm deeply gratified by seeing that I've truly helped my clients achieve their life and financial goals. Michelle, my branch office administrator, shares in this desire to serve others as well.

My interest in sharing my knowledge with others led me to teach a college level personal finance class. I'm energized by the opportunity to impart information to improve people's lives.

Edward Jones has provided me with the opportunity to work with serious, long-term investors in a variety of life stages,...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • New Investors
  • Estate & Legacy Strategies
  • Insurance & Annuities

Work History

  • Edward JonesJanuary 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Azusa Pacific UniversityMasters

Personal Interests

  • Spending Time with Family
  • Running
  • Canoeing
  • Hiking
  • Traveling

Team Members

  • Michelle Cook
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon Closed for Holiday
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(425) 353-2322

Fax

(800) 281-1918

Office Address

15 SW Everett Mall Way Ste F
Everett, WA 98204opens in a new window

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