Born and raised in India, Smita came to the US in 1997 with a BSc-tech degree from the University of Bombay. Smita is a professional with 23+ years of experience in the Financial Services sector. After working for 7 years at a local bank, she joined BDS Financial in 2007.
Smita is an Investment Advisor Representative of Commonwealth Financial Network®, a Registered Investment Adviser. She obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2012. Smita is a Certified Retirement Counselor® (CRC®) and was also awarded the Accredited Investment Fiduciary® (AIF®) designation. She has obtained FINRA Series 6, 7, 26, 51, and 63 securities registrations (held through Commonwealth Financial Network®). Smita also has an Ohio variable annuities, life, and health insurance license. She has a holistic approach to investing and financial planning. In addition to advising her clients, Smita takes pride in educating them.
Smita lives in Twinsburg, OH with her husband Nitin & her parents. She is passionate about community wellbeing. Smita served a local, community nonprofit organization as a President in 2016. Since 2017, she has been serving another local, Community nonprofit organization as an executive board member. In her spare time, Smita likes to take walks in metro-parks, try different food recipes and listen to inspirational podcasts on different topics.