Martin Smith's Email & Phone Number
Founder of Wealthcare Financial Group, Inc.™ and HBCU Legacy, LLC.
Martin Smith's Email Addresses
Martin Smith's Phone Numbers
Martin Smith's Work Experience
Wealthcare Financial Group, Inc.™
President
January 2012 to Present
HBCU Legacy, LLC
Founder and President
December 2020 to Present
Wealthcare Financial Group, Inc.™
President, Retirement Planning Financial Advisor
January 2012 to Present
KingdomTrust Capital Management, Inc.
President
July 2003 to January 2012
A.G. Edwards & Sons, Inc.
Assistant Branch Manager, Financial Consultant
June 1999 to March 2003
Blog: Answers About Wealth
Personal Finance Blogger
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Martin Smith's Education
Georgetown University
January 2011 to January 2016
Regent University
Howard University
January 1988 to January 1992
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Martin Smith's Professional Skills Radar Chart
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What's on Martin Smith's mind?
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Martin Smith's Estimated Salary Range
About Martin Smith's Current Company
Wealthcare Financial Group, Inc.™
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Frequently Asked Questions about Martin Smith
What company does Martin Smith work for?
Martin Smith works for Wealthcare Financial Group, Inc.™
What is Martin Smith's role at Wealthcare Financial Group, Inc.™?
Martin Smith is President
What is Martin Smith's personal email address?
Martin Smith's personal email address is ma****[email protected]
What is Martin Smith's business email address?
Martin Smith's business email address is m****[email protected]
What is Martin Smith's Phone Number?
Martin Smith's phone (**) *** *** 772
What industry does Martin Smith work in?
Martin Smith works in the Financial Services industry.
About Martin Smith
💼 Past Experience
The following is a recall of my career experiences as a financial advisor with various entities. I am writing to share my experiences and thoughts on the current state of the retirement planning and investment industry.I am currently President of KingdomTrust Capital Management, Inc., from July 2003 to January 2012. Kingdom Trust Capital Management, Inc. was founded in 2003 by myself, Martin A. Smith CRPC®, who is also the current President of HBCU Legacy, LLC. We are a financial advisory firm that specializes in retirement planning and investment services for corporate and individual clients. We provide a variety of affordable, high-quality services that have helped our clients achieve their retirement goals.Wealthcare Financial Group, Inc. was founded in 1999 by myself, Martin A. Smith CRPC®, who is also the current President of A.G. Edwards & Sons, Inc. We are a financial advisor firm that specializes in retirement planning and investment services for corporate and individual clients, with a focus on small companies and their employees. We provide a variety of affordable, high-quality services that have allowed our clients to achieve their retirement goals.Wealthcare Financial Group, Inc. was a part of the largest company retirement system in the country when it was founded. At the time, we were the only full-service retirement planning and investment services firm in a country of over 100 million people. We are now the second largest retirement planning and investment services firm in the country, with over 20 years of experience. We continue to provide our clients with the best possible service, with a focus on affordability and quality.I am currently working with a number of clients who are up for retirement. Many of our clients are retiring at the earliest possible time possible, and some have been planning for retirement for years. I have found that it is important to work with my clients on a personal level to discuss their retirement goals and plan for the future. I enjoy working with my clients, and they have always been great supporters.I believe that retirement should be a time where people can enjoy their son or daughter and their grandchildren, as well. I am excited to be a part of the retirement planning and investment industry and help my clients achieve their retirement goals.
🎓 Education
Martin A. Smith CRPC®, AIFA®,'s work readiness based on his past education:- CRPC - Licensed psychiatricrist- AIFA - Academic Trainer of AngerAngelo Method™- AIFA - Professional Trainer of the AngerAngelo Method™Martin A. Smith CRPC®, AIFA®, has a history of providing quality educational training to individuals who seek to improve communication and problem solving skills. His experience includes training individuals in the Angerangelo Method™ which is an effective communication and problem solving tool. The Angerangelo Method™ isBased on the work of Dr. Jonas pages and based on 20 years of research published in the journals Springer Science+Business Media and injuredbrandt.Martin A. Smith CRPC®, AIFA®, is aLicensed Psychiatricrist and has experience in the treatment of anger and resentment. He is an Academic Trainer of the AngerAngelo Method™ which has been clinically proven to be an effective communication and problem solving tool. With his past education and experience, Martin A. Smith CRPC®, AIFA®, is well-qualified to offer education and training to individuals searching to improve communication and problem solving skills.
💡 Technical & Interpersonal Skills
Martin A. Smith CRPC®, AIFA®, is a retired accountant and financial planner with over 20 years of experience in the industry. He has experience in retirement planning, financial consulting, and investment planning.Martin A. Smith CRPC®, AIFA®, founded Wealthcare Financial Group, Inc.™ in 2003, and ian HBCU Legacy, LLC in 2006. Wealthcare Financial Group helps customers with retirement planning, financial consulting, and investment planning. The company is headquartered in the United States, and has clients in many countries.In 2003, Martin A. SmithCRPC®, AIFA®, founded Wealthcare Financial Group, Inc.™ to help retirement planning clients. The company provides retirement planning services to people across the United States.In 2006, Martin A. Smith CRPC®, AIFA®, founded HBCU Legacy, LLC to help college students achieve financial stability. The company provides educational resources and financial services to students at HBCU Legacy campuses.Martin A. Smith CRPC®, AIFA®, is currently a President at KingdomTrust Capital Management, Inc. from July 2003 to January 2012. King trust capital management is a financial advisor with over $1 trillion in assets under management. The company specializes in retirement planning, financial consulting, and investment planning.Martin A. SmithCRPC®, AIFA®, has over 20 years of experience in the financial planning and retirement industry. With over 20 years of experience in retirement planning, financial consulting, and investment planning, Martin A. SmithCRPC®, AIFA®, has the experience and expertise to help your retirement planning campaigns succeed.
Martin Smith’s Personal Email Address, Business Email, and Phone Number
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Martin Smith's Personality Type
Introversion (I), Intuition (N), Thinking (T), Judging (J)
Average Tenure
2 year(s), 0 month(s)
Martin Smith's Willingness to Change Jobs
Unlikely
Likely
Open to opportunity?
There's 90% chance that Martin Smith is seeking for new opportunities
Martin Smith's Social Media Links
/in/wealthcaremartinasmith www.profilesondemand.com www.wcfingroup.com www.answersaboutwealth.com