Chad M. Smith CFP®

Managing Partner

Chad is a Certified Financial Planner™ and managing partner of Retirement Planning Specialists, Inc. His main focus is you, our client. With an attention to detail and a willingness to provide assistance, Chad reviews all areas of your financial plan.  Chad has over 25 years of experience in the financial services industry and he continues to educate himself in an effort to help serve you better.


Meet Chad and His Family

Chad was born and raised in the South Bay area of Southern California. Growing up, he was very active in sports and played football, golf, baseball and soccer for West High School in Torrance, where he met his wife, Jane. After earning a Bachelors degree in Communication Studies and a minor in Business Administration, they moved to Ashland Oregon, the perfect place to raise their two daughters, Kyra and Rylie. They have both decided to return to California to attend Cal Poly San Luis Obispo and University of San Diego.  When Chad is not at the office, he enjoys taking trips with his family, golfing, hiking, fishing and volunteering his time serving the local community through Kiwanis.