Rich Smith is a financial educator and veteran advisor with over 40 years experience in the industry. He received the CFP, Certified Financial Planners designation in 1987 and has been a Registered Investment Advisor since 1992. He founded Protected Capital Management in 1993 and is the portfolio manager. He is the author of PCM’s value-based, rising dividend, multi-factor asset allocation model that tracks Federal Reserve actions. He has a degree from Brigham Young University and a Master’s degree in Education from San Jose State University. There he created a workshop for senior investors.
Founder & Portfolio Manager
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