Chad Smith, CFP®, ChFC®, CLU®
Partner, Senior Wealth Advisor

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Chad is a Partner and Senior Wealth Advisor based in Dallas, TX, with more than two decades of experience serving high-net-worth clients with a deeply personalized, education-driven approach to wealth management. Prior to joining Beacon Pointe through the 2025 acquisition of Heritage Financial Planning, Chad established himself as a respected leader and subject matter expert in the financial planning industry, with his work featured in publications such as Financial Planning Magazine, Investment News, Accounting Today, and The Wall Street Journal. Chad provides comprehensive wealth planning services that encompass retirement planning, tax strategies, estate planning, and risk management. He has also spent over 20 years educating financial professionals as a continuing education instructor for both CPAs and CFP® professionals and has been a featured speaker at numerous industry conferences. Earlier in his career, Chad served as Director of Wealth at HD Vest Financial Services, where he played a strategic role on the firm’s Investment Management and Product Review Committees and led the Premium Financial Planning Division. Chad holds a Bachelor of Business Administration in Economics from the University of Texas, Arlington. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and has earned the Chartered Financial Consultant® (ChFC®) and the Chartered Life Underwriter® (CLU®) designations from the American College of Financial Services. A Dallas native, Chad resides in the Dallas-Fort Worth area with his wife and two children. He is active in his local community, having served as a Commissioner for the Coppell Baseball Association for nine seasons. In his free time, Chad enjoys cycling with local clubs, cheering on the Texas Rangers, and spending time with his family at the lake or camping across Texas.