Anthony Smith, CFA, CFP®

Financial Advisor

After graduating with a bachelor’s degree in Business Administration from the University of Washington, Anthony Smith began working in the financial industry in 2002, later going on to obtain his Chartered Financial Analyst® (CFA) designation in 2007. A Tri-Cities native, Anthony began his career in both New York and Seattle, where he primarily worked in fixed income investment management. However, he soon made the decision to return to his Tri-Cities roots to raise his three children; and, in 2019, he joined the HFG family as a Financial Advisor. In 2022, Anthony earned the Certified Financial Planner™ designation.

Smith also serves as our in-house Portfolio Manager, helping to manage the investment opportunities our organization believes will be key drivers for further success.

An active member of the community, Anthony stays engaged in local service projects and efforts to increase financial literacy in our area’s schools through Columbia Center Rotary and Junior Achievement. In his spare time, he enjoys hiking, playing tennis, reading, and coaching youth sports.

Schedule a meeting with me through our Microsoft Bookings page.

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