SmartVestor Pro







Pacific Crest Planning is proud to participate in Dave Ramsey's SmartVestor Pro program.

What is SmartVestor Pro?

SmartVestor Pros are financial advisors in a designated area who have agreed to the SmartVestor Code of Conduct.

Why We Participate in SmartVestor Pro

We believe everyone deserves access to solid, professional financial guidance. We have earned our position as SmartVestor Pros because of our experience in the industry and our drive to help others.

Why use a SmartVestor Pro investing professional?

A good investing pro is going to do more than pick your funds. They are going to fit your investments into your life, consider tax implications, and educate you so you’ll understand what you’re investing in and why. If you’re having a bad day and decide to pull all of your investments out, you can ruin the goals you’ve worked hard to pursue. Since buying high and selling low is a bad plan, an investing pro will remind you why you’re investing and encourage you to stick with your long-term goals.

About Dave Ramsey

This 20 minute documentary explores Dave Ramsey's life and career from mowing lawns as a teenager to becoming a nationally syndicated radio host and bestselling author.