BRIAN P. SMITH, RIA, CCPS



Brian P. Smith is a Certified College Planning Specialist. He can identify economically beneficial and tax-efficient methods to save and pay for college using financial aid with as little out of pocket money as possible! Mr. Smith holds a CCPS (Certified College Planning Specialist) designation from The National Institute of Certified College Planners, the nation’s sole authority of financial professionals (http://www.niccp.com).

As a diversified financial consultant, Mr. Smith is a Registered Representative (NASD Series 7), a Registered Investment Adviser (Series 65), and also a California Life agent. A former teacher himself and parent of a Classical Academy student, Mr. Smith’s practice has a major emphasis on building college funding strategies into any family’s or individual’s financial plan.

Please welcome him as our High School Social Sciences Classroom Sponsor!


Brian P. Smith, Certified College Planner
800 Grand Avenue, Suite B13
Carlsbad CA
760-730-3130
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