Broker Check
Robert M. Smith, CFP®, AIF®

Robert M. Smith, CFP®, AIF®

Registered Representative

Experience/History Over 30 years experience in the life insurance, investment and employee benefits business.

1973 - Career Agent with Connecticut General Life Insurance Company; primarily estate planning for business owner and professional marketplace

1982 - CIGNA Financial Services Company - the business evolved to include investments, income tax, and fringe benefitplanning

1990 - started doing business as Cornerstone Financial Services with several associates

1997 - moved the firm to Southpointe, completed a name change late in 1997 to Southpointe Financial Services

Registered Representative
Investment Advisor Representative 
Cetera Advisor Networks LLC

Professional Designations 
CFP® – Certified Financial Planner