Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Colorado > Lafayette > Brett R. Smith, CFP®, CPA/PFS
Find the Certified Financial Planner™
Who's right for you.

Brett R. Smith, CFP®, CPA/PFS

Brett R. Smith CPA Wealth Management,LLC

1225 Cimarron Dr
Unit 202
Lafayette, CO 80026-3824
Phone: (303) 604-0505
Fax: (303) 604-0488

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Business Taxes
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.