Charles NeSmith
CFA®, CFP®
Tobias Financial Advisors
Portfolio Analyst
Charles NeSmith
CFA®, CFP®
Tobias Financial Advisors
Portfolio Analyst
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Charles NeSmith, CFA®, CFP®
Fee-Only financial planner located in Plantation, FL, serving clients locally and across the country
Charles NeSmith is a Plantation, FL fee-only financial planner. Tobias Financial Advisors provides financial and life planning, management of investment assets, and an array of financial planning functions to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Charles NeSmith is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Charles “Chad” NeSmith, CFA, CFP® is a Portfolio Analyst at Tobias Financial Advisors. He is a CERTIFIED FINANCIAL PLANNER™ Professional and holds a Chartered Financial Analyst® designation. These designations uniquely qualify Chad to provide our clients with expertise in both planning and investments.
Among his duties with our firm, Chad analyzes performance, style, and risk measures for investment portfolios. Working with the Investment Committee, he researches and recommends investment managers and options for client portfolios and supports the advisory team on investment-related client requests and deliverables. With qualifications in both planning and investments, Chad furthers our mission to provide comprehensive wealth management to the clients we serve. Chad utilizes a hands-on approach in leading projects that will streamline portfolio rebalancing, investment management, and analysis.
Chad has always been a student of the markets from a young age. Prior to joining Tobias Financial Advisors, he was a client service associate at Berman Capital Advisors, LLC in Atlanta, Georgia. There he spent time servicing ultra-high net worth individuals.
Chad and his wife, Ashley, recently relocated to Fort Lauderdale with their two cats, Loki and JAS. In his spare time, Chad participates in triathlons and has completed three Ironman 70.3 distance races.
Charles NeSmith is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Like many of Tobias Financial Advisors’ clients, our founder, Ben Tobias, had a goal. His goal was to build a business with other compassionate advisors who are enthusiastic about seeing their clients achieve better financial futures. With over 40 years in the industry, Tobias Financial Advisors prides itself on developing long-lasting relationships with their select group of clients. These relationships are the cornerstone of our firm’s ability to live our mission to inspire, educate, and prepare our clients so they can live the lives they want.
All Tobias Financial Advisor’s Financial Planners are required to hold the CERTIFIED FINANCIAL PLANNER™ designation, a sign of distinction in the industry. As a fee-only investment manager, our financial advisors are beholden to no one other than our clients. We are fiduciaries and legally obligated to put your best interests first. We are committed to providing unbiased financial advice and acting exclusively in the best interest of our clients. As a founding member of the Institute of Fiduciary Standard’s first class of Real Fiduciary™ Advisors, we are proud to adhere to the most rigorous standard of practices in the advice industry.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Charles NeSmith is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Charles NeSmith is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Charles NeSmith is a holder of the right to use the Chartered Financial Analyst® designation
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Charles NeSmith is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Charles NeSmith
Office Locations:
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1000 S Pine Island Rd
Suite 450
Plantation, FL 33324
