Our Interview With Steve Smith, CFA, Atlanta- Part 2 : Financial Planning During COVID-19

This is the second of our two-part interview with Steve Smith.

About Steve:

His financial education includes Series 7, 6 and 63 licensing as well as both Life and Health insurance certifications. He’s sold stocks, bonds and mutual funds for First Investors, American Capital and SME Capital Management in New York, NY and Tarrytown, NY. He was also a top producer with Primerica Financial Services in life and health insurance sales over a 3-year period.

Personal Accomplishments and Education would include an Honorable Discharge from the United States Army, B.A. English, 1986 West Virginia University and the 1974 Scripps National Spelling Bee champion for the 4th grade.

Mr. Smith was born and raised in New York, NY but has lived in Atlanta since 2007. He enjoys educating the community on the power of financial literacy and education and is proud to be a 

Small Business Coach with the MVET family