Capitalcrest Advisor Network, LLC

Specialties

CapitalCrest Advisor Network, LLC is dedicated to providing professional, comprehensive, flexible, and affordable wealth planning services to its clients.

History

Established in 2007.

By Robin Smith, CFA®, CFS®, EA — Robin Smith, president and CEO of CapitalCrest Advisor Network, is a proud Vietnam veteran with a passion for helping investors achieve their financial goals. During his 30 plus year career, he has designed, developed, implemented, and managed numerous investment strategies being offered to financial planning clients today. Robin’s educational background is in quantitative model development, asset management, securities analysis, and marketing. In addition to earning a bachelor’s degree from the University of Nebraska, he has invested countless hours to earn the Chartered Financial Analyst®, Certified Fund Specialist®, and Enrolled Agent designations. Robin is well respected for his continued commitment to helping independent tax professionals serve their clients effectively and grow their wealth planning business.

Meet the Business Owner

Robin S.

Business Owner

Robin L. Smith, CFA, CFS, EA

Currently — President and CEO of CapitalCrest Advisor NetworkTM, providing investment management, economic and market analysis, public speaking and administrative support for independent tax, accounting professionals and clients.

Sept 1996 to Sept 2006 — With H.D. Vest Inc., then a non-​bank subsidiary of Wells Fargo Company, served as Senior Portfolio Manager — Responsible for the design, development and implementation of the première investment management programs, VestPremiere and VestPremiere Customizer, representing $ 725 million in assets under management.

Designed, developed, implemented and managed a group of 100 models for Global, U.S. Targeted, Tax-​Sensitive, Index and Annuity portfolios ranging from Maximum Growth to Conservative Income.

Designed and developed two diversified fixed income mutual funds.