About

MEET CHANDI SMITH

Chandi Smith brings more than 17 years experience to the table, and has earned both the Certified Financial Planner® as well as the Chartered Life Underwriter designations. With a focus on small business, Chandi offers business owners a unique combination of what her colleagues call "Chandi’s 3 C's":

• COMPASSIONATE to her clients ever changing needs.

• COMMITTED to identifying the appropriate products to fit her client’s needs, taking her clients to market to find competitive pricing and finding placement with the most suitable provider.

• COMPREHENSIVE approach that addresses the unique situations of each client.

EXPERIENCE AND ATTENTIVE SERVICE are the backbone of Chandi's professional ethic. Chandi has extensive knowledge of the products she offers, and access to all of the fundamental financial planning cornerstones a business owner needs to secure a healthy operation. In addition, she brings personalized service and care to her clients. These qualities set her apart from the pack.

INDUSTRY LEADERSHIP: As a past President of The Financial Planning Association, later Chairman Emeritus, and having served on the board of The Philadelphia Estate Planning Council, Chandi brings a great deal of leadership experience and industry knowledge to the table. Take a moment and get to know the broad spectrum of services provided, or if you’d like, attend a brief online seminar at: www.chandizsmith.com.

WHO CAN BENEFIT MOST?

Small Business Owners who are:

• first generation

• in business for 5 or more years

• have revenues of >$2M

Unlike some providers, Chandi’s independence is a huge asset when serving this very unique market. In addition, her expertise, access to a broad array of products and services and in particular her specialized help are great assets when serving this market.

HELPING OTHERS: Chandi’s career is committed to helping others. She helps people ensure their family’s financial security through savings plans to strengthen their cash reserves; protection planning to prepare for the unexpected; asset management planning to support individual dreams for the future, and retirement planning. Chandi is active in her church, mentors other women in the financial services and insurance industry, and is a volunteer guide at the Philadelphia Museum of Art.