Zachary Smith [ChFEBC℠, CFP®]
Virginia
Original Certification Date: 4/21/2025
ChFEBC℠ Number: B7Z03S542
Organization: The Kelly Group
Phone: 410-893-0560
Fax: 410-838-3287
Email: zach@kellyria.com
Website: www.kellyria.com
States Currently Licensed: MD, VA (Remote – Blacksburg, VA)
CRD #: 6959970
CFP #: 325347
Services: Financial planning, federal government benefits planning, college planning, Social Security/Medicare planning, investment management, retirement planning, estate trust & legacy planning, risk managment, charitable giving, succession planning