Daniel Smith, CFP®

My path at Exchange has been a unique one. After spending nearly 5 years leading our marketing team, in early 2024 I made a transition to our financial planning team in hopes of obtaining my CFP® and growing into the role of advisor.

Throughout my years on the marketing team, I developed a passion for financial education and promoting financial literacy, specifically when working with early-career medical professionals. When I was a teenager, I witnessed my younger sister’s terminal battle with a rare form of brain cancer. I saw firsthand the dedication and selflessness exhibited by healthcare professionals who tirelessly cared for patients, day and night. I also watched my parents experience the strain and exhaustion of countless hours within the hospital, and their impact on every aspect of daily life. Years later, I’ve recognized that strain is not just felt by patients and their families, it is also felt by the nurses, doctors, child life specialists, and every other individual who dedicates their lives to healing others.

While my career path didn't lead me to medicine, I'm driven by a desire to give back to the healthcare community. I use my experience and expertise to empower those beginning their career with the knowledge and resources necessary to navigate their financial landscape successfully. Whether you’re struggling to decrypt your complex 403(b) plan, developing a plan for paying off med-school loans, or setting long-term goals while starting your family, I aim to alleviate the burden and stress that often comes with money.

My path may not have led me to don scrubs and stethoscope, but I am committed to making a meaningful impact in the lives of those who do.