Christopher Smith, CFP®, ChFC®, RICP®, WMCP® in

Christopher Smith, CFP®, ChFC®, RICP®, WMCP®

Examiner · DISC type cs
Wealth Management Advisor at CD Smith Financial-Northwestern Mutual
📍 State College, Pennsylvania, United States

Christopher is a highly accredited Wealth Management Advisor with Northwestern Mutual, where he has worked since 2003. Holding CFP®, ChFC®, RICP®, and WMCP® designations, he focuses on creating financial security for clients through dedicated planning and investment management. He is a graduate of Commonwealth University-Bloomsburg.

Outside of his practice, Christopher is a dedicated community leader, serving on the boards for the Greater Susquehanna Valley Chamber of Commerce and the Sunbury Rotary Club. He lives in the Selinsgrove area with his wife and two children, and enjoys exercising and playing golf in his spare time.

Unique fact: He has built his entire two-decade career at a single firm, Northwestern Mutual.

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Experience
22 Years
Current Role
Wealth Management Advisor
Location
State College, Pennsylvania, United States
Personality Overview

How Christopher shows up

Tough To Convince
Unexpressive
Process Oriented

They tend to be clear about their needs and limitations and are unlikely to promise too much. They are heavily focused on quality and prefer doing things the right way, even if it takes time. Being observant comes to them naturally.

Priorities

Topics Christopher cares about

Financial Security
His practice is built around the mission of helping clients and their families create a secure financial future.
Retirement Planning
He frequently posts about the critical importance of retirement planning and using an advisor to ensure tax efficiency.
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Career

Work history

2-2003
Wealth Management Advisor
CD Smith Financial-Northwestern Mutual
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1998 - 2002
B.S.B.A
Commonwealth University-Bloomsburg
1994 - 1998
Education details unavailable
Shikellamy
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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