Solon Office
440.248.5625
Medina Office
234.217.0318

Smita Samant

 

CFP®, CRC®, AIF®

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 is a Notary Public for the state of Ohio.

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.

Awards

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1548 Cleveland area wealth managers were considered for the award; 62 (4% of candidates) were named 2020 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers’ future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.