LIfetime Planning Inc.
2580 E Main St., Ste 202
Ventura, CA 93003
www.lifetimeplanning.biz
Eric S. Smith, JD, and CFP® practitioner, received his law degree from Pepperdine University in Malibu in 1997, and his BA from the University of California, San Diego in 1995. He studied in Spain for one year and is conversant in Spanish. Prior to coming to the firm, he was a contract counsel for the County of San Diego. He has been a securities dispute arbitrator for FINRA (formerly NASD) and taught retirement planning classes for Cal Lutheran's MBA program. Eric specializes in retirement income planning. In his spare time, Eric enjoys aikido, hiking, and soccer with his children.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Cornerstone Wealth Management and its DBAs are separate entities from LPL Financial.