David Smith

3104 Heartleaf Avenue East
Panama City, Florida 32405
United States
Office Phone: (850) 252-6325
Member since 2020
Membership Type: IACP

Profession(s)

Financial Professional, Mediator

Assisting individuals and couples in answering all of the financial questions that come before, during, and after divorce is my passion. We provide education and awareness of financial options in divorce, and visually provide the snapshot you need, to see and project your financial future....both the short and long term consequences of critical financial decisions. My sincere hope is that both a doable and durable mutually acceptable agreement can be reached in a respectful and timely manner.

Area(s) of Practice: Divorce Financial Planning and Consultation Services, QDRO preparation and facilitation
License(s): Series 7 and Series 66, 2006

Undergraduate Education

Troy State University, 1978

Postgraduate Education

University of Alabama School of Dentistry (DMD), 1982

Professional Education

Chartered Financial Consultant (ChFC), 2008
Chartered Advisor for Senior Living (CASL), 2011
Certified Divorce Financial Analyst (CDFA), 2015
Florida Supreme Court Certified Family Mediator, 2018
Master Analyst in Financial Forensics (MAFF), 2019
Certified QDRO Specialist (CQS), 2020