Robert M. Smith, CLU, ChFC, CLTC, RICP
Managing Director - Beverly Hills
8383 Wilshire Blvd, Suite 600
Beverly Hills, CA 90211
State Lic. # 0741819 (Domiciled in CA)
Robert was born and raised in Los Angeles and graduated from Stanford University with a B.A. with Honors in History; and received an M.A. in History from UC-Berkeley. After working in the non-profit world, he entered the insurance and financial services business in 1988 with MassMutual in Los Angeles.
Robert has the following industry designations and certifications: Chartered Life Underwriter (CLU); Chartered Financial Consultant (ChFC); Certification in Long Term Care (CLTC); Retirement Income Certified Professional (RICP).
He has been Advisor of the Year for Fraser Financial group four times. And, he is a perennial recipient of the industry’s National Quality Award and was awarded E.L.I.F. status (Exceptional Level of Life Insurance In Force) with MassMutual for the amount and quality of business with the company. In addition to his private practice, Robert serves on the agency staff as a mentor and Sales Manager; and he is the Disability Income Insurance specialist and trainer for Fraser Financial.
Robert is married to Susan, and they have 4 children; 3 children-in-law; and 3 grandchildren. He is very active in his community and his Temple, and he enjoys genealogy as a hobby.