David W. Smith, CFP®, ChFC®, CPFA®
President, Wealth Manager, Advisor
Hi, I am David Smith.
I appreciate you taking a couple of minutes to learn a little more about me.
I grew up in Hillsboro, Oregon on a 30 Acre farm. My mother was from Germany and my Dad from Canada. My Dad served in Korea, and worked for the State of Oregon in Corrections. He was a great Dad and an awesome Tenor! Our family fun was working on the farm with every general farm animal, such as horses, cows, goats, chickens, ducks, geese, hogs, etc. and gardening raising our own food was a top priority for my mother. I had the pleasure of milking our cows twice a day. I point this out because I had a lot of fun working with my mom.
My family was musical, and I was a musician, playing piano for seven years, and the guitar since the fourth grade. I formed and led a number of Rock n Roll bands all through my youth and high school, playing for dances, parties, at high schools and Universities in the Portland area, which at that time was pretty calm and peaceful.
I was a good student and competed on Hillsboro High School’s tennis team as a varsity player both years, junior and senior. I still really love playing tennis when time allows.
I have one Brother, John, who is a very successful, hard-working Dentist in Hillsboro.
My wife’s name is Shelly, we were married in 1982 and together we have raised 5 children, 3 boys and two girls. I think she did most of the real work! We traveled a lot for their competitive sports, Hockey and Soccer. The girls were engaged in Ballet and dance. Our family moved to Bend in 2001.
Since we moved to Bend, we have focused on our family, kids activities and development, and all of our kids are either married or finishing advanced schooling.
Shelly and I have navigated health issues, and the challenges that brings and she is home enjoying her time as a retiree, having had a successful career she loved in Hospice work and as a mom.
I have enjoyed a lot of Coaching and Ref work over the years, Baseball, Soccer, Basketball, Tennis and Life Coaching for kids. But Tennis is still my favorite!
I continue to enjoy the many long-term friendships and professional relationships that I have formed over my career of providing Financial advice to very successful people. I love to help people any way that I can, but particularly enjoy helping people work toward achieving their own Financial Independence, whatever that may mean to each of them.
I am a people person and love my time learning about the people I work and associate with.
Hopefully, you and I may have a chance to get acquainted! Thank you for reading!
If you would like to schedule time on my Calendar to take the next step, go to Calendly.com/dsmith-CFP, select a time that is good for you. I look forward to your call or video meeting.
I also invite you to watch our Introductory videos on our Home Page to learn more.