Shane P. Smith, CFP®, ChFC ®, LUTCF
Partner | Private Wealth Manager
Shane is a Partner with The Plan Advocate at Independence Square Advisors. He uses his past wealth management experience to assist the firm with 401(k) and Pension plan due diligence, investment fiduciary consulting, and plan assistance for business owners. As a CERTIFIED FINANCIAL PLANNER™ Practitioner he also specializes in helping plan participants manage their total financial picture, leading up to, and through retirement.
Shane is a CERTIFIED FINANCIAL PLANNER™ Practitioner, Chartered Financial Consultant and Life Underwriter Training Council Fellow. His securities registration includes Series 6, 7 and 63 held through LPL Financial, and Series 66 held through both LPL and Independence Square Advisors. He also holds insurance licenses for life, disability, health, and long term care. He has a bachelor’s degree from Cornell University.
Shane and his wife Daniela live in North Coventry, PA with their two children, Paul and Sabrina.