Rick Smith, Financial Advisor located in Port Ludlow, WA

Financial Advisor
Rick Smith

CFP®, AAMS®
9526 Oak Bay Rd Suite 300, Port Ludlow, WA 98365opens in a new window
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Focus Areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Sustainable Investing

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Aviation
  • Hiking
  • Golfing
  • Volunteering
  • Spending Time with Family

Team Members

  • Audrey Delmore
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(360) 437-5113

Fax

(877) 503-0163

Office Address

9526 Oak Bay Rd Suite 300
Port Ludlow, WA 98365opens in a new window

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