Ras Smith, CPFA®
Associate Advisor, Retirement Plan Services
Background
Ras Smith is an Associate Advisor of Retirement Plan Services at HUB International. Based in Oregon, he provides support to retirement plan advisors in institutional defined contribution plans as well as defined benefit plans. In this role, Ras interacts as a primary point of contact with all parties necessary to servicing retirement plans, including trustees, plan sponsors, participants, TPAs and recordkeepers. Additionally, he prepares and conducts onsite education and enrollment meetings, maintains service contracts, disclosures and other important documents, and manages the CRM and other tools used to run daily operations.
Ras is a graduate of California State University – Chico, is Series 65 licensed and holds the Certified Plan Fiduciary Advisor (CPFA®) designation.
Advisor Location
2 Centerpointe Drive Suite 650 Lake Oswego, OR 97035
Areas of Focus
- Employer-Sponsored Retirement Plans
- Fiduciary Assistance
- Employee Financial Wellness
- Financial Education
- Executive Financial Planning
- Employee Financial Education