Jerrold R. Smith
Financial Professional
Serving Southern California with over 36 years of experience as a Financial Professional with Equitable Advisors, and with City Benefits Group, serving employees of the City of Los Angeles. MDRT Qualifying Member. NAIFA. Equitable Hall of Fame Member. Certification in Retirement Planning from The Wharton University In Pennsylvania. Credentialed Holistic Financial Coach (Equitable Advisors, LLC) , The Credentialed Holistic Financial Coach title and custom coaching credential is available exclusively to financial professionals (FPs) of Equitable Advisors who seek to have deeper more personal conversations with their clients. The credential is awarded by Equitable Advisors, based upon the FP’s receipt of a certificate of completion of the Holistic Financial Coach Program. In a collaboration between Columbia University’s Coaching Center of Excellence and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. Columbia’s Coaching Center of Excellence has earned a global reputation as the “Ivy-league” of evidence-based, high-impact coaching education and training. To verify that an FP has earned and holds the title in good standing, contact Lynsey Capone-Smith at lynsey.caponesmith@equitable.com. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI and TN).California Insurance License # 0719887
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