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Cottrell S
Series 65
Point Richmond, CA
Schwab Wealth Advisory
Cottrell Smith is a Series 65-licensed financial advisor with Schwab Wealth Advisory, bringing three years of industry experience. His background includes roles at Charles Schwab, Wells Fargo, and the U.S. Department of the Treasury/Internal Revenue Service. Outside of advisory work, he owns and manages real estate and property management businesses in Oakland, California. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm follows Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.
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