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Clinton Smedley, CFP®, CPWA®, CLU® Wealth Advisor
Clinton Smedley
CUSO Financial Services, L.P.*
Clinton assists Citadel members with a variety of insurance and investment needs including asset management, retirement planning, estate planning, and wealth preservation.
Helping Achieve Your Financial Goals
“While every client is different, my approach remains consistent: Uncover the heart of the client’s needs and find the best possible solution. As a CERTIFIED FINANCIAL PLANNER™** professional, I am committed to putting the interests of my clients first and providing a professional level of advice that has been tailored to their individual circumstances.
I have spent over 16 years in the financial industry, including the last 12 years with Citadel Credit Union. I enjoy working with members on a wide array of planning needs, ranging from tax-managed investments to retirement distribution plans that are sustainable and tax-efficient. Whatever my client’s challenge, I look forward to helping them achieve their goal.”
Check the background of this financial professional on FINRA’s BrokerCheck.
About Clinton
Clinton is a graduate of St. Joseph’s University where he earned a Bachelor’s degree in Finance.
- Securities Licensed in AZ, DE, FL, LA, MD, NC, NJ, NY, PA, TX, and VA
- Series 63 Uniform State Law
- Series 65 Uniform Investment Advisor Law
- Life/Accident and Health Licensed in DE, NJ, LA, and PA
- CERTIFIED FINANCIAL PLANNER™
- Chartered Life Underwriter®
- CPWA® or Certified Private Wealth Advisor®
- Philadelphia Magazine’s Five Star Award Winner 2018, 2019, and 2020***
Regional Coverage
Clinton's regional coverage includes Citadel’s Wealth Management Center.
Schedule your complimentary consultation today!
Clinton assists Citadel members with a variety of insurance and investment needs including asset management, retirement planning, estate planning, and wealth preservation.
Email: ClintonSmedley@CitadelBanking.com
Office: (484) 713-3643
Cell: (484) 985-5288
Fax: (610) 466-6432
Assistant: Ethan Harris, (610) 380-6000 ext. 3705
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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.
**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
***The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Visit www.fivestarprofessional.com for information on research/selection methodology.
Investment & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
