Broker Check
Undrea Smith, RICP®

Undrea Smith, RICP®

Founder/CEO

Undrea possesses a securities license (Series 65) and has also attained the RICP® designation from the American College of Financial Services. His experience as an Investment Advisor, Fiduciary, Retirement Planning Specialist as well as being a licensed Insurance Agent has given him the financial acumen to equip every client for whatever lies ahead.

He takes his role of managing client and business relationships seriously and continually strives to direct the vision of his company fully knowing that it is by the grace of God alone that enables him to do so.

Undrea's primary focus is on his role as a devoted family man. Together with his wife Julianne, they nurture a lively household filled with four children and two dogs. Undrea understands the importance of financial fitness and the need to grow and protect your wealth in order to protect and provide for your loved ones. Having embarked on his journey in the industry over 15 years ago, he carries an unwavering passion to ensure that every client is provided with exceptional, first-class service.

Originally from the Midwest, Undrea has embraced Arizona as his home since 2007. With a strong commitment to serving his clients, he has obtained licenses in more than 16 states, ensuring his ability to assist them should they choose to relocate. His passion for honesty and transparency lead him to start an agency that would allow him to provide his clients and community access to only the top rated financial products and services. This philosophy has led to a successful practice.

Undrea takes great pride in being an esteemed member of NAIFA (National Association of Insurance and Financial Advisors). His dedication to the organization is exemplified by his unique achievement of serving as the President for an unprecedented third term in the history of NAIFA-Arizona.