MY BIO

Smita is happily married to Nitin & residing in Cleveland, Ohio since 1997.

After working 7 years at a local bank, she left the banking industry in 2007 to join BDS Financial. Her experience as a bank branch manager prepared her to enter the role as operations manager. She has a BSc tech degree from the University of Bombay, India, and the CERTIFIED FINANCIAL PLANNER™ (CFP^®) certification. She is a Certified Retirement Counselor^® (CRC^®) and was also awarded the Accredited Investment Fiduciary^® (AIF^®) designation. Smita has obtained FINRA Series 6, 7, 26, 51, and 63 securities registrations (held through Commonwealth Financial Network^®).

Smita has an Ohio variable annuities, life, and health insurance license. 

She served a local, community nonprofit organization as a President in 2016.

Since 2017, she is serving another local, Community nonprofit organization as an executive board member.

Smita is an Investment Advisor Representative of Commonwealth Financial Network^®, a Registered Investment Adviser.