Shane Smith, CFP® CHFC® LUTCF®
610-520-1500 x 119
(CFP) Certified Financial Planner
(CHFC) Chartered Financial Consultant
(LUTCF) Life Underwriter Training Council Fellow
Shane is a wealth advisor at Independence Square. He earned a B.S. in Civil & Environmental Engineering from Cornell University in 1993. After graduation, Shane joined his family business providing manufacturing equipment in the Tri-State area. In 2003, Shane was recruited by a Fortune 50 financial services firm. While there, he was awarded multiple times with the prestigious Leaders Conference award. In 2010, Shane went independent and joined The Philadelphia Group. In early 2020, The Philadelphia Group rebranded as Independence Square Advisors, a stand-alone Registered Investment Advisor.
Shane is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®) and Life Underwriter Training Council Fellow (LUTCF®). These industry certifications show his commitment to the highest level of knowledge, ethics, and continuing education that these designations require.
Shane’s securities registrations include Series 6, 63, 66, and 7 held with LPL Financial and insurance licenses for life, health, disability, and long term care.
Shane’s practice focuses in two main areas:
1) Comprehensive wealth management planning for affluent and emerging affluent individuals, and 2) 401k and Pension Plan Due Diligence, Fiduciary Consulting, and Plan Selection assistance for business owners.