Eric Smith

Current

• Member, at large at First Affirmative Financial Network, Investors Advisory Board
• Senior Wealth Officer at Goodfunds Wealth Management

Past

• Director at Social Justice Fund Northwest
• Auditor at Goldfinger & Simon

Education

• Center for Fiduciary Studies
• College for Financial Planning
• California State University-Dominguez Hills

see less...

Recommended

1 person has recommended Eric

Connections

80 connections

Industry

Financial Services

Eric Smith’s Summary

Certified Financial Planner practitioner and Accredited Investment Fiduciary credentialed professional serving individuals, families, foundations, and endowments that wish to enjoy state-of-the-art sustainable and responsible investment management.

Eric Smith’s Specialties:

Services are expertly coordinated using a seasoned team of specialists including private account and folio money managers, mutual funds, proxy vote services, shareholder advocates, charitable giving account services, pooled community investing management, insurance consultants, tax advisers, and estate planning specialists.

See goodfunds.com website for more information including affiliation and regulatory disclosures.

Eric Smith’s Experience

• Member, at large

  First Affirmative Financial Network, Investors Advisory Board

  (Financial Services industry)

  March 2002 — Present (7 years 9 months)

  Investors Advisory Board (non-controlling, non-voting) provides FAFN's Managing Partners with formal constructive dialogue and business strategy feedback.

• Senior Wealth Officer

  Goodfunds Wealth Management

  (Financial Services industry)

  August 1986 — Present (23 years 4 months)

  Establishes and maintains multi-manager sustainable and responsible investment account consulting services. State-of-the-art investment advisory services for individuals, households, endowments, foundations, and trusts. See web site for service area and registration disclosures.

• Director

  Social Justice Fund Northwest

  (Non-Profit; 1-10 employees; Civic & Social Organization industry)

  1998 — 2001 (3 years )

  Executive Board, Treasurer

• Auditor

  Goldfinger & Simon

  (Accounting industry)

  1979 — 1985 (6 years )

  Provided innovative audits for large companies mainly in the retail industry. By identifying costly accounting system inconsistencies, we helped firms improve their procedures and oversight.

Eric Smith’s Education

• Center for Fiduciary Studies

  AIF® , Accredited Investment Fiduciary® , 2003 — 2003

  All sections successfully completed and met prior educational and professional experience requirements in order to use the AIF marks. Ongoing continuing education is required to maintain use of the AIF marks.

• College for Financial Planning

  CFP® , Certified Financial Planner® , 1991 — 1993

  All sections successfully completed and met prior educational and professional experience requirements in order to use the CFP marks.
  
  In order to continue using the CFP marks a professional is required to complete at least 30 hours of CFP Board approved continuing education bi-annually. By meeting ongoing competency requirements, certificants demonstrate to the public that they are an individual who has voluntarily agreed to meet high standards of professionalism and are in compliance with CFP Board's certification standards.

• California State University-Dominguez Hills

  Bachelor of Science , Business Administration , 1979 — 1982

  In addition, developed and completed special program in co-op business management. Participated as professor's assistant in University's first "Business Social Responsibility" class.

Additional Information

Eric Smith’s Interests:

... looking forward to talking with new potential clients located in the states listed on my web site, ... all things about sustainable investing, socially responsible investing, community investing, and shareholder advocacy., ... talking with SRI colleagues and support staff who wish to collaborate or work together building a virtual office arrangement.

Eric Smith’s Groups:

(alphabetic)
36th District Democrats - elected Precinct Committee Officer,
Calvert Foundation,
Cascadia Revolving Fund (now merged with ShoreBank Enterprise) - Founding Advisory Committee 1986-1991 - then Finance Committee,
Co-op America Business Network,
Financial Planning Association,
First Affirmative Financial Network,
KMS Financial Services Inc. Member FINRA and SIPC,
Seattle Audubon Society,
Seattle Tilth Association,
Social Investment Forum,
Sustainable Ballard,
...and other similar--you get the idea.

•    Transformative Investing Network
•    Co-op America
•    Social Investment Forum
•    Network for Business Innovation and Sustainability NW (NBIS)
•    Financial Planning Association
•    Foundation For Fiduciary Studies (fi360)
•    Sustainable Ballard
•    Impact Investing Forum
•    The Committee for the Fiduciary Standard

Eric Smith’s Honors:

Outstanding Service Award and top advisory relationship from First Affirmative Financial Network, 2009
Advisor of the Year 2004 (Calvert Foundation)
Bar Mitzvah--5731, Elul 21
Community Investing Achiever--since inception of the program (Social Investment Forum)
Peak Performance (First Affirmative Financial Network)
Stewardship Investing Star (MMA)

Eric Smith’s Contact Settings

Interested In:

• job inquiries
• expertise requests
• reference requests
• getting back in touch