Richard Smith, Financial Advisor located in Eugene, OR

Financial Advisor
Richard W Smith

ChFC®, CEPA®, SE-AWMA®, CRPS™
1190 Olive St, Eugene, OR 97401opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Charitable Giving
  • Military Professionals & Veterans

Financial Advisor Certifications

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • SE-AWMA®

    Sports and Entertainment Accredited Wealth Management Advisor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Reading
  • Traveling
  • Outdoor Enthusiast
  • Volunteering
  • Art & Theater

Team Members

  • Jessa Schultz
    Branch Office Administrator
  • Sheri Wise-Short
    Registered Branch Associate
  • Samantha Thurman
    Sr. Branch Office Administrator
    FPQP®
  • Ashlee Langan
    Sr. Branch Office Administrator
  • Hannah Gwaltney
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri Closed for Holiday
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(541) 636-0551

Fax

(888) 808-0052

Office Address

1190 Olive St
Eugene, OR 97401opens in a new window

Mailing address

P O Box 10906
Eugene, OR 97440

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