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David J. Smolarek, CFP®, CMFC®

David J. Smolarek, CFP®, CMFC®

Financial Consultant

David is a CERTIFIED FINANCIAL PLANNER™ professional and President at Wealth Planning Services, Inc., building sound financial plans for families - including his own. In fact, his planning went so well that two of his three children are now working with him! Together, they conceptualize and execute personalized financial strategies that help their clients communicate and plan with their families, across generations to build legacies.

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. He also makes sure to leave time for his lovely wife, Betty, and his weekly racquetball matches, because - priorities, right?

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.