Qualifications

Sheila E. Smith, CFP has worked in the financial services field since 1987and completed the process of becoming a Certified Financial Planner in 2000.  In 2001, she established Sage Financial as an independent firm to serve individuals, families and small businesses through all phases of life.  Clients include those in the early stages of accumulating funds for specific goals to retirees who need income and distribution strategies.

In addition to the CFP designation, she is an Investment Adviser Representative with Voya Financial Advisors and holds Series 6, 63 and 7 registrations.    Sheila also is licensed in life and health insurance in order to offer various solutions that address client needs for protection and risk management.