Clinton R. Smedley | Senior Financial Advisor
CUSO Financial Services, L.P
(800) 666-0191 Ext. 3643
Direct: (484) 713-3643
Fax: (610) 466-6432
Assistant: Derrick Arnold
“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 client first and providing a professional level of advice which has been tailored to their individual circumstances.
I have spent over 10 years in the financial planning industry, including the last five years with Citadel. 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
Clint assists members with a variety of insurance and investment needs including asset management, retirement planning, estate planning, and wealth preservation.
He is a graduate of St. Joseph’s University where he earned a Bachelor’s Degree in Finance.
Coverage includes the West Chester, Brookhaven, Chadds Ford and Glen Mills offices.
Securities Licensed in the following states: PA, DE, LA, NJ and NY
Series 7 General Securities Representative
Series 63 Uniform State Law
Series 65 Uniform Investment Advisor Law
Life/Accident and Health Licensed in DE, NJ and PA
CERTIFIED FINANCIAL PLANNER™
Chartered Life Underwriter®
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s
initial and ongoing certification requirements.