Jessica  Smith

Jessica Smith

| CFP®, CAP®, CLU®, CPWA®

Longview Financial Advisors, Inc.

Fee-Only Financial Planner serving Huntsville, Gadsden, Birmingham, and Tuscaloosa, AL as well as clients throughout the Southeastern

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting
  • High Net-Worth Clients
  • Women's Financial Issues

Visit Us

110 Bay Street
Gadsden, AL 35901

2430 L&N Drive, Suite A
Huntsville, AL 35801

Jessica Smith is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Jessica Smith is Vice President and Director of Financial Planning. She is a Fee-Only Financial Planner and a NAPFA Registered Advisor.

EDUCATION:

  • B.S., Human Environmental Sciences with emphasis on Financial Planning, University of Alabama, Tuscaloosa, AL
  • Chartered Life Underwriter professional program at the American College, Bryn Mawr, PA
  • Mutual Fund Counselor professional program, College for Financial Planning, Denver, CO
  • Income Tax Course, H&R Block
  • Certified Private Wealth Advisor certification program in conjunction with The University of Chicago Booth School of Business, Chicago, IL
  • Chartered Advisor in Philanthropy professional program, The American College, Bryn Mawr, PA

CERTIFICATIONS AND ASSOCIATIONS:

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Advisor in Philanthropy®
  • Chartered Life Underwriter®
  • Certified Private Wealth Advisor®
  • NAPFA Registered Financial Advisor
  • Former member of the board of directors for the south region of the National Association of Personal Financial Advisors, 2009-2013

BUSINESS EXPERIENCE:

  • Longview Financial Advisors, Inc. 2010-Present
  • West Financial Consulting, Inc. 2005-2009