Tim Smith, CLU, ChFC, RHU

Tim Smith, CLU, ChFC, RHU

Principal / Financial Advisor

Phone: 916-797-1020
Fax: 916-797-3020
E-mail:

Mr. Smith is a published author, lecturer, and is currently an instructor for the Certified Financial Planner Curriculum at The American College. His 15 year background includes time spent at GE Financial Assurance, Principal Financial Group and six years as an independent financial advisor.

His designations include:

  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)
  • Registered Financial Consultant (RFC)
  • Registered Health Underwriter (RHU)
  • Life Underwriter Training Council Fellow (LUTCF)
  • FINRA Series: 6 Investment Company Products/Variable Contracts Representative, 7 General Securities Representative, 24 General Securities Principal, 63 Uniform State Securities Law Exam, 65 NASAA-Investment Advisors Law Exam, Department of Insurance: Life, Disability, & Variable Products