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Fred Smith Finance

Fred Smith Finance is licensed as a Registered Investment Adviser (RIA) in the state of California . We offer three primary services as described briefly below and on the linked pages. We hope you find this website informative and we look forward to hearing from you.

Personal Financial Planning: We provide general financial planning advice to individuals on an hourly fee basis. As a fee-only adviser we work only for you, the client, and avoid the conflicts of interest inherrent with commission based compensation.

Portfolio Management: If you desire, we will take full responsibility for managing your investment portfolio, from the initial asset allocation through regular monitoring and rebalancing as needed.

Workshops: We run educational workshops for audiences of all sizes.  Typically these are sponsored by a corporation for the benefit of their retirement plan members.