Hal Smith, CDFA®, NSSA, LTCP
Senior Wealth Manager
Senior Wealth Manager
Hal has a BA in Economics with a Minor in Psychology from the University of Georgia. He has also earned a graduate certificate from the Bryant University financial planning program, the certified divorce financial analyst designation, the NSSA designation National Social Security Advisor and the LTCP Long Term Care Professional designation, CA Health and Life Insurance license, and the Series 65, Registered Investment Advisor Representative license.
Hal started his career in the financial services industry in 1985 with Charles Schwab & Co., where he excelled at managing Branches and Regions for 20 years. Hal spent his next 8 years at Fidelity Investments where he rose to manage Fidelity’s most affluent clients in Southern California.
After spending 30 years in management helping advisors with clients, Hal chose to become an advisor himself and joined a LA based Registered Investment Advisor as a Senior Wealth Manager. For almost 6 years he found his market and financial planning knowledge, problem solving skills and desire to help others created deep and rewarding client experiences.
Hal’s formula for success with each client is simple. Listen, listen, listen and then build the best plan for each individual client.
What do you like about working at Bridge?
The people, the resources, the shared values, the comradery, and the desire to be the best in our field while no one takes themselves too seriously.
What are the Bridge Advisory Core Values that drive you?
Always working for the clients best interest and innovating to develop solutions for clients as their needs change and the industry changes for the better.
Your top three favorite Podcasts/Books?
Books and podcasts by Michael Lewis, Freakonomics, and other podcasts are odd lots and The Journal
What do you enjoy doing when you are not working?
Yoga, hiking, swimming, reading, and occasionally binge watch Netflix
What are you looking forward to?
Besides helping the next person, traveling and spending time with my adult children
What makes you smile?
Watching funny dog videos on twitter.
What would you do if you won the lottery?
I would give much of it away to help the disadvantaged and to protect our old-growth forests
What’s the best adventure you’ve taken? Or favorite place you’ve traveled to?
10 days in Paris or spending a week diving on the great barrier reef with friends