Chris Smith, CFP®

Chris Smith, CFP® believes financial planning should feel personal, understandable, and connected to the life a client wants to live. As a Financial Advisor with Carolina Retirement Solutions, he helps individuals and families navigate important financial decisions, prepare for retirement, and bring the different aspects of their finances together.

With more than a decade of experience, Chris has learned that good advice starts with listening. He takes time to understand each client's priorities, concerns, and definition of success before recommending a course of action. His work includes retirement income planning, investment management, tax-aware planning, and estate and legacy coordination. When a situation calls for additional expertise, he works alongside clients' CPAs, attorneys, and other professionals to keep everything coordinated.

Chris makes complicated financial topics easier to understand and decisions easier to make. More importantly, he wants clients to feel known, cared for, and comfortable calling whenever life changes, not only when the markets move. His goal is to build lasting relationships and serve as a trusted resource through every stage of a client's financial life.

Chris is a graduate of UNC Charlotte and a CERTIFIED FINANCIAL PLANNER™ professional. He and his wife, Whitney, have four children, and when he's not at the office, you'll often find him at their games, riding dirt bikes, or working in his woodshop.