General Investing >> Money Manager Interviews >> November 8, 2004
CHAS P. SMITH is President of Chas. P. Smith & Associates, PA,
CPA's/CPAllianceTM. The firm specializes in managing assets for high net
worth clients, and is presently managing over $300 million. Mr. Smith
received his Bachelor of Science degree in Accounting from Florida State
University. He is licensed by the State of Florida as a Certified
Public Accountant. He holds the Personal Financial Specialist
designation and the Certificate of Educational Achievement in Personal
Financial Planning by the American Institute of Certified Public
Accountants. He holds the Series 65 Securities and Exchange License as a
Registered Investment Advisor. He has been a member of the Fidelity
Investments Advisor Council for the past six years. He has 30 years of
experience in financial planning, income tax and accounting, and 13
years in investment planning. He is a frequent author and lecturer in
the areas of investments, financial planning and income taxes. The firm
has been a Registered Investment Advisor since October 1989. Profile
philosophy?
Mr. Smith: For the first 10 years of the business, we were a very
traditional CPA firm but with a heavy emphasis on
