Garrett Smith Receives Certified Estate Planner CertificationTUCSON, ARIZONA – February 19, 2025 – Garrett Smith CFP®, BFA™, APMA™, CEP®, a Financial Advisor with AffirmWealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, has achieved the professional designation of Certified Estate Planner (CEP) through the National Institute of Certified Estate Planners. Smith successfully completed the rigorous requirements that include course work and an examination that cover wills and trusts, financial planning, estate taxes, protecting wealth, providing legacy and more. Smith has long recognized the positive benefits of thorough estate planning in helping clients make better decisions and achieve peace of mind with regard to preserving, protecting, and, eventually, passing on their estate to whom they want, when they want, and how they want, while minimizing costs now and in the future. It is through this differentiation that Smith can continue to deliver value to his clients by helping them achieve their estate planning goals in alignment with their values. By delivering on the value of estate planning, Smith distinguishes himself by doing more than just managing money, but by adding holistic value to his clients by helping them through the complex estate planning process. Smith graduated from the University of Arizona with a degree in Economics. He has 14 years of experience in the financial services industry. As financial advisor, Smith provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with his clients. For more information, please contact Nicole Di Modica at 520.338.2600 or visit affirmwealthadvisors.com. About Ameriprise Financial At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years1. With extensive investment advice, asset management and insurance capabilities and a nationwide network of 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs. ### 1Company founded June 29, 1894. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. File #AMP3984472.2- (Approved until 1/31/2026) Link: http://https://www.ameripriseadvisors.com/team/affirm-wealth-advisors/financial-advice-team/ Submitted: 02/19/25 Article By: Affirm Wealth Advisors |