David is a CERTIFIED FINANCIAL PLANNER™ professional and a financial consultant at the 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?
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 financial planner.