Craig Smith Honored As A Top Advisor By LPL Financial
PORTLAND, Ore., March 6, 2018 /PRNewswire/ -- Craig Smith, an independent LPL Financial advisor at von Borstel & Associates, has been honored by LPL Financial by being named to their prestigious Chairman's Club. Chairman's Club is awarded to less than 5% of the firm's approximately 15,000 advisors nationwide.
"Each day I strive to help my clients achieve better outcomes by ensuring their financial decisions align with their values," said Smith. "This is a primary differentiator of our practice and what I believe has brought us continued success. I am honored to be recognized by LPL Financial as a leading advisor."
"On behalf of LPL, I congratulate Craig," said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. "Craig has demonstrated tremendous value to his clients with the service he provides to help them pursue their financial goals. We thank Craig for the contributions he makes to his clients, his commitment to offering his clients independent financial advice and his ongoing relationship with the support of LPL. We wish him continued success."
As a Wealth Advisor at von Borstel & Associates, Inc. an independent, full-service financial planning firm serving clients throughout the country from office locations in Portland and The Dalles, Oregon, Smith enjoys applying many of the skills he acquired as a civil engineer to the financial plans he creates.
About Craig R. Smith, CLU®, ChFC®, CFP®
Craig Smith joined von Borstel and Associates in 2009 after spending two years with a Fortune 100 financial services firm where he provided insurance and investment advice. Prior to entering the financial services industry, Smith practiced as a Professional Engineer in the State of Oregon and now enjoys the challenge of creating "Engineered Financial Strategies" tailored for each of his clients to identify a clear path towards their personal and financial goals.
Smith holds a Bachelor of Science degree in Civil Engineering from the University of Portland in addition to the distinguished professional designations of Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and CERTIFIED FINANCIAL PLANNER™ / CFP® Practitioner. Currently, Smith is a Level III Candidate in the CFA Program. Smith regularly teaches financial planning and social security seminars.
A native Oregonian, Smith was born and raised in The Dalles and now lives in Portland with his wife and two daughters. To learn more about Craig Smith, visit www.vonborstel.com.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation's largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
LPL.com / (NASDAQ: LPLA)
*Based on total revenues, Financial Planning magazine June 1996-2017
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA von Borstel & Associates, a registered investment advisor. Financial Advocates Investment Management, von Borstel & Associates and LPL Financial are separate entities. von Borstel & Associates can provide advisory services to entities and individuals residing in any state.
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SOURCE von Borstel & Associates
