About Wally Smith
Wally Smith is the 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.
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 is licensed to work with both securities and life insurance products.
Outside of the office, Wally enjoys hiking in the outdoors, flying, spending time with his family.
Wally and Lynn, his wife of 28 years, have three children and a 6-pound Yorkie named Lanie. Wally is a private pilot and is active in his Church.