Aaron M. Smith
CEO & Investment Consultant
Aaron began Financial Design Agency in 1992 and has been a licensed agent since 1978. He currently serves as CEO and maintains Branch Manager status with LPL, is licensed in Life & Health, and holds the Series 6 and Series 26 securities registrations with LPL Financial. Aaron has earned his Certified Estate Planner (CEP) designation, his Professional Plan Consultant (PPC) designation, as well as, his Accredited Investment Fiduciary (AIF) designation. He is also a member of the LPL retirement plan program, RPCP (Retirement Plan Consulting Program).