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Brenton Smith

Brenton Smith, CFP®

Financial Planner

Saratoga Springs, NY


Brenton “Brent” Smith is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with extensive experience guiding clients toward their long-term financial goals. Since 2012, Brent has specialized in comprehensive retirement planning, working closely with individuals to help bring clarity, confidence, and peace of mind to their financial future.

Brent also works with self-employed professionals and small business owners, advising them on the design and implementation of retirement plans tailored to both personal and business objectives. 

He holds a Bachelor of Science in Business Administration with a concentration in Finance from SUNY Buffalo.

Outside of his professional life, Brent is an avid tennis player and serves as captain for multiple teams in the Albany area. He is also a certified basketball official through IAABO (International Association of Approved Basketball Officials). Brent enjoys spending time with his fiancée, Gemma, and their Cavalier King Charles Spaniel, Monty.

Education

  • B.S. in Business Administration, SUNY Buffalo

Education

  • CERTIFIED FINANCIAL PLANNER™

  • Retirement Planning
  • Life and Health Insurance

  • Small Business Retirement Solutions