Experience

Scottsdale Financial Group is led by its Founder and President, Robert J. Smith. The company is committed to achieving excellence through education, strategic relationships, and association affiliations.

With 33 years of experience as a financial professional, Mr. Smith brings an elite level of expertise to every client through his certification, accreditation, and membership in the critical areas of focus:

Chartered Advisor in Philanthropy^® (CAP^®): Specialized training through the Irwin Graduate School of The American College. The graduate-level program provides the knowledge and skills to assist clients in realizing their legacy goals through strategic gift planning.

AEP^®: A graduate-level specialization recognizing estate planning professionals who meet high levels of training, experience, and reputational excellence.

Chartered Financial Consultant^® (ChFC^®): For nearly three decades, this designation has been a measure of excellence for those involved with financial planning. It requires an extensive amount of coursework and provides in-depth education in advanced financial planning needs. It encompasses income taxation, retirement planning, investments, insurance and estate planning.

Chartered Life Underwriter^® (CLU^®): CLU^® is one of the most respected designations in the insurance industry. It reflects an in-depth understanding of insurance and with the planning-related needs of individuals, professionals and business owners.

Association Membership: Central Arizona Estate Planning Council, Planned Giving Round Table of Arizona