Daniel K. Smith CDFA » Find A Professional
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Daniel K. Smith, CDFA
Financial Neutral Twenty Twenty Wealth & Advisory PartnersBiographical Info
Education
CDFA
Training
Affiliate Training with Garrick Zielinski-March 28, 2012; 1st Annual Family Tax Seminar-January 2013; 13th Annual Meeting & Symposium-Nov 2013; Building Blocks of Collaborative Practice, April/May 2015; 15th Annual Meeting-Nov 2015
Profile
Notes
Recipient: Kathleen M. Baird Dolphin Award, 2016
Meets/Exceeds the CFLCW Continuing Collaborative Credit Program
