Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA, SIPC
 
   
 

James Smith, CLU, CHFC

1962 received BS from San Jose State College
1971 received MBA from University of California, Berkley, Graduate School of Business
1971 Entered the Financial Services industry in Oakland, California
1978 received the Chartered Life Underwriter (CLU) designation
1987 received Charted Financial Consultant (ChFC) designation
1996-1997 President of the East Bay Chapter of the CLU/ChFC American Society (Society of Financial Service Professionals)
1998 joined the Stahlschmidt Financial Group (SFG)
Registered Investment Advisor with Woodbury Financial Services

Primary client emphasis is Comprehensive Financial Planning and providing Investment Advisory Services on a fee basis

CA license #0430509
Licensed in CA, OR, VA, WA

 

 
Copyright 1990-2010. Investment advisory services offered through Cambridge Investment Research Advisors,
a reigistered investment advisor. www.FINRA.org, www.SIPC.org.
Cambridge and Stahlschmidt Financial Group are not affiliated. All rights reserved.