OWASSO, Okla—The College for Financial Planning®, located in Denver, is pleased to announce that Brian L. Smith, of Owasso, Oklahoma, has successfully completed the CHARTERED RETIREMENT PLANNING COUNSELOR SM or CRPC® Professional Designation Program. Individuals who complete the program, pass a final exam, and sign a code of ethics and disclosure form can earn the right to use the CRPC® mark.
Brian L. Smith, who began his career as a financial advisor in 1995, is the only CRPC® professional in Owasso. He is also one of only four in Owasso who hold the designation of Accredited Asset Management Specialist (AAMS®) from the College for Financial Planning.
Graduates of the CRPC® Program must complete a specialized independent study course that provides a general foundation for giving retirement planning advice to clients. The course covers key issues that occur throughout all phases of retirement planning. The designation is awarded to students after they successfully complete the course, pass a proctored final examination, and sign a code of ethics commitment and declaration form. The CRPC® Program prepares individuals for the changing demands of the retirement planning profession. The CRPC® curriculum emphasizes the importance of understanding each client’s individual financial situation, and then analyzing his or her related needs and identifying investment opportunities that will best meet those needs.
The office of Brian L. Smith, Financial Advisor is located at 10314 N 138th E Ave, Suite 104, in Owasso, OK.
After 2 years in Collinsville, Smith has recently relocated back to Owasso where he previously operated his business for 17 years. Smith focuses on asset management, retirement planning and income solutions; and he can be reached for questions or appointments by calling 918‐609‐5696.
