advisor

Wallace Smith - ChFC®

Wallace Smith is the president and founding principal of Ridgegate Financial. He started the company after the dot-com market crash with the goal of serving the unique needs of the retirement community. According to Wally, an ideal Ridgegate client is someone who is determined to make the most of their working years to build for a comfortable and secure retirement, or someone who is already in retirement and wants to protect their income, assets and independence.

Wally is a Chartered Financial Consultant® (ChFC). Through that designation, he has completed advanced training in financial planning, insurance planning, retirement planning, income taxation, investments, and estate planning. Wally also holds a Series 65 securities license as well as life and health insurance licenses. You may have heard Wally when he hosted “The Legal Financial Advisor” radio show on Denver’s KRKS radio.

Wally and Lynn, his wife of 25 years, have three children and a 6-pound Yorkie named Lanie. Wally is a private pilot and is active in ministry at Mission Hills Church.