Chad Smith is a Certified Financial Planner professional and serves as a Managing Director at Heritage Financial Planning. Chad has served high-net worth clients across the country for over 20 years and during that time emerged as a featured expert in numerous publications. Chad continues to be recognized as a subject matter expert in the Financial Planning industry and has been published in Financial Planning Magazine, Investment News, Accounting Today and The Wall Street Journal. In addition, Chad has been a featured speaker at many industry conferences and has been a teacher of CPA and CFP continuing education for over 20 years. Earlier in his career, Chad Served as the Director of Wea