Roberta Jean Smith
Matrix Planning, Inc.
Financial Advisor
Roberta Jean Smith
Matrix Planning, Inc.
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Roberta Jean Smith
Fee-Only financial planner located in Santa Monica, CA, serving clients locally and across the country
Meet Roberta Jean Smith
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Roberta Jean Smith 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Roberta Jean Smith
Office Locations:
-
3015 Main St
Suite 403
Santa Monica, CA 90405
