Jeff SmithCFP®, MBA

Financial Advisor
Office Location:
20212 Zion Avenue

Cornelius, NC 28031

You’re a corporate executive, already with a plan in motion. Climbing the ranks means your income is on the rise–boosted by bonuses and stock grants. While you’re in a good place financially, what you really desire is the flexibility to retire early, giving you the freedom to enjoy life on your terms.

That’s where I come in.

Together, we’ll map out the lifestyle you envision, determine when you can expect to make it a reality, and devise strategies to optimize your plan. With an effective plan in place, you can work because you want to, not because you have to.


Jeff lives in Mooresville, NC with his wife, Summer, and their two children. He is a long-time Pittsburgh Steelers season ticket holder and a passionate Ohio State Buckeyes fan. Jeff loves to cook and has a weakness for microbreweries and learning about all things wine.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian.