About My Practice
As a Partner of McNaughton & Smith, an Ameriprise Platinum Financial Services Practice in San Diego, I provide comprehensive financial planning and professional investment management for individuals, families and businesses.
Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. When we work together, my first focus will be to learn more about your financial, personal and professional aspirations. I will take this information and leverage my financial management experience to present you with a customized plan. Building and then managing a financial plan is an ongoing, collaborative experience and I believe in regularly checking in with my clients to ensure we’re tracking progress against your plan and making adjustments if necessary.
Philip E. Smith, CFP®, MSFS, ChFC®, has been helping people reach their goals as a financial planner for over 13 years. Born and raised in San Diego, Philip attended PLNU earning a B.S. in Business Administration with a Concentration in Finance.
Philip then went on to earn his CERTIFIED FINANCIAL PLANNER™ practitioner credential(CFP®) as well as a Chartered Financial Consultant designation (ChFC®.) Most recently, Philip completed his Master Of Science in Financial Services (MSFS) through the American College.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Life insurance: CA, VA, AZ, FL, HI, Health/disability insurance, Fixed annuities: CA, VA, AZ, FL, HI, Variable annuities: CA, VA, AZ, FL, HI
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - Master Of Science In Financial Services (MSFS)
Ameriprise Financial Services, Inc.
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.