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David Smith

David Smith

Private Wealth Manager | CFP | CRPC | AIF

  • About
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Other Professionals

As a trusted advisor I become aware of needs that go beyond financial planning. I’ve developed relationships with other professionals that I trust to meet your needs.

If you have a need for these professionals I will gladly broker an introduction:

CategoryNameBusiness Name
A/C & HeatingBrandon CronkhiteMillionaire Cooling & Heating
AuthorDr. Judy Cookhttp://godrjudy.com/
Automotive RepairNathan ValentineValentine Automotive
Commercial InsuranceSteve MeleleluSMA Insurance Services
Commercial Real EstateCole CollinsNewmark Frank Wright
Energy ConsultantNoreen SavageStream Energy
Funeral ServicesKristi PolkRestland Funeral Home and Cemetary
Health InsuranceDennis CoplandThe Enrollment Store
IT ConsultingJose TitusNerdNetworx
Mold RemediationRoss SaffellOlympic Restoration Systems
Pest ControlMendi NelsonQuickSumo Pest Control
PrintingRon EdwardsBig Feet Art
Promotional ProductsKelli CobuzioMulti Print & Digital
RemodelingGeorge SimonsConstruction Services and Claims
Residential RoofingJosh HopewellRainy Day Roofing and Repair
Security (Office & Home)Mark McClureSSD Systems
Structure CablingLarry DurbinKRK Technologies, Inc.
ThermographyDr. Rebeca GraciaTox Doc On Call
Water PurificationCollin WesteWater Health Emporium
Water Restoration ServicesGilbert DelgadoSuperior Carpet Services
Web DesignDavid FaresDSFares Consulting
Residential Mortgage LenderAl HewittPremiere Nationwide Lending
Residential RealtorTerri PescatoreColdwell Banker Apex
Estate AttorneyJoshua MilamMilam Law Firm, PLLC
Insurance Property & CasualtyMichael MonzingoTexas Independent Insurance
Residential Mortgage LenderNicholas MarasciaOrigin Bank
Marketing ConsultantChris AndresClout 9 Media

 

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Upstream Investment Partners is independently owned and operated.

Securities offered through Sigma Financial Corporation; Member FINRA/SIPC

Investment Advisory Services offered through Sigma Planning Corporation, a Registered Investment Advisor.

David Smith, CFP®, CRPC®, AIF®

Address: 14881 Quorum Drive, Suite 430
Dallas, TX 75254
Email: dsmith@upstreamip.com
Phone: (972) 865-6944

Copyright © 2021 · DAVID SMITH - UPSTREAM INVESTMENT PARTNERS