Anthony Smith, CFA, CFP®
Kennewick, WA
After nearly two decades in the financial industry—working in New York City and Seattle—Anthony returned home to the Tri-Cities and joined HFG Trust in 2019. He was drawn to the firm’s reputation for integrity and its comprehensive approach to wealth management. Today, he serves as a financial advisor specializing in retirement planning, tax strategy, and estate planning.
Anthony holds a bachelor’s degree in business administration from the University of Washington and has earned both the CFA charter and the CFP® designation. Known for his curiosity and depth of knowledge, he thrives on helping clients feel truly seen and supported.
A lifelong learner, Anthony’s interest in all things finance extends well beyond the confines of his office. In his spare time, he consumes a steady stream of finance-related research, podcasts, and videos, while also making time for classic literature (in an attempt to stay well-rounded). Outside of the office, he invests in his community by coaching youth sports and teaching financial literacy in local schools.
Areas of Expertise
- Trust & Estate Planning
- Retirement Planning
- Tax Planning
Education and Certificates
B.A., Business Administration – University of Washington
Favorite Quote
“If you really know what’s going on, you don’t even have to know what’s going on to know what’s going on.”
–George Goodman, The Money Game
Get in Contact
Email: Anthony.Smith@hfgtrust.com
Phone: 509.820.4017
Social: LinkedIn
