Wynn Smith, CFP®, AIF®, PPC®, ChFC®, CLU®
Wynn has been in financial services since 1986. He is Certified Financial Group’s (CFG) Pooled Employer Plan (PEP) Consultant and Specialist for employers seeking to change to or establish a retirement program utilizing the SECURE Act’s newly created pooled employer plan. Wynn is also an Investment Advisory Representative of Certified Advisory Corp, a Registered Investment Advisor and offers clients a holistic financial planning approach that integrates the art of happiness with the science of risk and wealth management.
Wynn became a Certified Financial Planner™ professional in 2004. Over the next ten years he earned seven designation that covered employee benefits, health insurance, long term care issues, life insurance, estate planning, aging issues, and property casualty insurance. The balance of his designations deals with the compliance, administration, and management side of the financial services industry.
In preparing for his role of CFG’s PEP Consultant and Specialist, Wynn became one of less than five hundred holders of the Professional Plan Consultant® designation and is among the first few PEP providers in Central Florida.
Wynn’s other Professional licenses and registrations include a Life and Health Insurance and Variable Annuities license with the State of Florida. Additionally, he holds a Master of Business Administration from Indiana Wesleyan University and a Bachelor of Arts degree in Accounting and Business Administration from Piedmont University (nèe College).
Wynn has owned and operated three restaurants, and when not working, his current project is applying permaculture principals to his suburban “homestead” in the Markham Woods Corridor.