ABOUT HOSTS

Kendle Smith
ABOUT Kendle

Kendle Smith is a CERTIFIED FINANCIAL PLANNERTM professional with industry experience since 2013. He is a Chartered Retirement Planning CounselorSM and is passionate about helping people see the financial outcomes of their decisions before they make them. Prior to joining Pure Financial Advisors, Kendle worked at one of the largest independent broker-dealers in the country, [...]

Will President Joe Biden’s American Jobs Plan make it through Congress? Kendle Smith CFP®, CRPC®, AIF® breaks down The American Jobs Plan proposal: where the money would be spent, the jobs it is expected to create, how we would pay for it, and how it may affect your retirement.

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IMPORTANT DISCLOSURES:

Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.

Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations.

Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.

Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.

CFP® – The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation.

AIF® – Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation.

CRPC® – Chartered Retirement Planning Counselor℠ The CRPC® program is awarded by the College of Financial Planning to those who pass an examination. The CRPC® was developed with a focus on client-centered problem-solving. Applicants gain knowledge of individuals’ needs both before and after retirement. The study program covers the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning, and more.  Every two years 16 hours of continuing education is required to maintain the designation.