David Smolarek is a CERTIFIED FINANCIAL PLANNER™ professional and a financial consultant at the Wealth Planning Services, Inc. with more than 34 years of financial services experience. David specializes in developing personalized and comprehensive financial and investment strategies that seek to manage risk and align with his clients’ retirement, investment, legacy, and estate planning goals.
David obtained his CFP® certification upon completing an advanced college level course of study. He is also a Chartered Mutual Fund Counselor SM (CMFC®), having obtained the industry’s only recognized mutual fund designation upon completion of the CMFC® Program administered through The College for Financial Planning®. He holds his Series 6, 7 and 63 with LPL Financial and his state Life & Health Insurance license.
David and his wife, Betty, have three grown children: Rachel, Rebecca, and Jacob. He enjoys racquetball, golf, and fishing.
CFP® Certification: The Standard of Excellence
Only a select group of planners have met the rigorous education, examination, experience and ethics requirements (set forth by the Certified Financial Planner Board of Standards) necessary to call themselves CERTIFIED FINANCIAL PLANNER™ professionals. CFP® certification is a symbol of David J. Smolarek’s knowledge and credibility among his peers; and indicates his status as a qualified, trustworthy financial planner.