David Smith

2616 Churchill Downs Circle
Chattanooga, Tennessee 37421
United States
Office Phone: (423) 305-6185
Member since 2020
Membership Type: IACP

Profession(s)

Financial Professional, Other

Assisting individuals and couples in answering their 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: Military Divorce Financial Specialist and Settlement Consultant. Divorce Financial Planning and QDRO (and like Orders) Consultation Services. Retirement plan research and QDRO preparation and facilitation. Post-Divorce Financial Services provided through Sand Oak Financial Partners, LLC ( Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Sand Oak Financial Partners, LLC are not affiliated).
License(s): Series 7 and Series 66, 2006. Tennessee Life, Health, and Variable Annuity Agent, 2025. Florida Non-Resident Life, Health, and Variable Annuity Agent, 2025.

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 (now Inactive)
Certified QDRO Specialist™ (CQS™), 2020

Comments

Retired LtCol, USAF Dental Officer, 2002 (served 20 years). Relocated office from Panama City, Florida to Chattanooga, Tennessee in February 2025.