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Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

Street Smart Financial, LLC is an independent, registered investment advisory firm based in Lexington, Massachusetts. We help clients develop and implement a comprehensive financial strategy. Our fee-only, personal approach helps you achieve your financial goals.

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Street Smart Financial

Four M●●●●●● Drive

Sui●●● 16

Lex●●●ton , 02421

MA

1.78●●●●7878
no●●●●●●●●●●●●@worldnic.com

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Street Smart Financial

Four M●●●●●● Drive

Sui●●● 16

Lex●●●ton , 02421

MA

1.78●●●●7878
no●●●●●●●●●●●●@worldnic.com

View this contact

Street Smart Financial

Rand Spero

Four M●●●●●● Drive

Sui●●● 16

Lex●●●ton , 02421

MA

1.78●●●●7878
rs●●●●@streetsmartfinancial.com

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Street Smart Financial

Four M●●●●●● Drive

Sui●●● 16

Lex●●●ton , 02421

MA

1.78●●●●7878
no●●●●●●●●●●●●@worldnic.com

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Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma. | streetsmartfinancial.biz Reviews
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Street Smart Financial, LLC is an independent, registered investment advisory firm based in Lexington, Massachusetts. We help clients develop and implement a comprehensive financial strategy. Our fee-only, personal approach helps you achieve your financial goals.
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2 fee-only financial planner
3 certified financial planner
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Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma. | streetsmartfinancial.biz Reviews

https://streetsmartfinancial.biz

Street Smart Financial, LLC is an independent, registered investment advisory firm based in Lexington, Massachusetts. We help clients develop and implement a comprehensive financial strategy. Our fee-only, personal approach helps you achieve your financial goals.

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1

Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

http://www.streetsmartfinancial.biz/investment_strategy.htm

We collaborate with our clients to customize individualized portfolios that take into consideration the client’s objectives, risk tolerance, time horizon and individual personal situation. Street Smart Financial considers their clients overall financial picture and strives to balance, as well as diversify their portfolios. We do make some tactical asset allocation so certain sectors may be weighed more or less depending on economic conditions. Active and Passive Investing. Why Choose Street Smart?

2

Street Smart Financial, LLC - Why Choose Street Smart Financial?

http://www.streetsmartfinancial.biz/about_street_smart.htm

Why Choose Street Smart? Street Smart Financial is an independent, registered investment advisory firm located in Lexington, Massachusetts. We help clients develop and implement a comprehensive financial strategy. Our fee-only personal approach can help you achieve your financial goals. We do not receive any commissions for any products or referrals. A thorough understanding of each client enables us to determine how much risk they are willing to take for a certain level of return. We consider each c...

3

Street Smart Financial, LLC - About Rand K. Spero

http://www.streetsmartfinancial.biz/biography.htm

Is President of Street Smart Financial LLC. A financial planning and investment management firm located in Lexington, Massachusetts. Rand has a background in corporate strategic planning, economics, marketing, and psychology, which provides a multi-disciplinary approach to financial matters. He successfully completed the Financial Planning program from Boston University and is a board designated C ERTIFIED. Rand is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financ...

4

Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

http://www.streetsmartfinancial.biz/services.htm

We manage our clients' investment portfolios and provide ongoing investment advisory services which include:. Develop an investment strategy that meets your goals. Diversify your portfolio taking into consideration your risk tolerance. Employ cost effective investment instruments. Build your portfolio with tax consequences in mind. Manage portfolio gains and losses on annual basis. Monitor your portfolio making adjustments when necessary. Street Smart’s financial plans address the following areas:.

5

Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

http://www.streetsmartfinancial.biz/affiliations.htm

Street Smart Financial is affiliated with several leading financial planning professional associations. National Association of Personal Financial Advisors (NAPFA). The organization of financial planners who started the “fee-only” concept in financial planning and investment advice. The body that certifies and monitors the activities of C ERTIFIED. In the United States. Financial Planning Association (FPA ). The largest organization of financial planners in the United States. Why Choose Street Smart?

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Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

People ask what motivated me to change from being a strategic planning consultant for major corporations to becoming a personal fee-only financial advisor. Today as a financial advisor, I enjoy educating people about potential risks and opportunities. At Street Smart Financial, we get to know our clients and their families. Our goal is to demystify personal finance and help people reach their financial goals. Rand Spero, CFP. MBA, Ed.M. Why Choose Street Smart? About Rand K. Spero.

streetsmartfinancial.com streetsmartfinancial.com

Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

People ask what motivated me to change from being a strategic planning consultant for major corporations to becoming a personal fee-only financial advisor. Today as a financial advisor, I enjoy educating people about potential risks and opportunities. At Street Smart Financial, we get to know our clients and their families. Our goal is to demystify personal finance and help people reach their financial goals. Rand Spero, CFP. MBA, Ed.M. Why Choose Street Smart? About Rand K. Spero.

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Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

People ask what motivated me to change from being a strategic planning consultant for major corporations to becoming a personal fee-only financial advisor. Today as a financial advisor, I enjoy educating people about potential risks and opportunities. At Street Smart Financial, we get to know our clients and their families. Our goal is to demystify personal finance and help people reach their financial goals. Rand Spero, CFP. MBA, Ed.M. Why Choose Street Smart? About Rand K. Spero.

streetsmartfinancial.net streetsmartfinancial.net

Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

People ask what motivated me to change from being a strategic planning consultant for major corporations to becoming a personal fee-only financial advisor. Today as a financial advisor, I enjoy educating people about potential risks and opportunities. At Street Smart Financial, we get to know our clients and their families. Our goal is to demystify personal finance and help people reach their financial goals. Rand Spero, CFP. MBA, Ed.M. Why Choose Street Smart? About Rand K. Spero.

streetsmartfinancial.org streetsmartfinancial.org

Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

People ask what motivated me to change from being a strategic planning consultant for major corporations to becoming a personal fee-only financial advisor. Today as a financial advisor, I enjoy educating people about potential risks and opportunities. At Street Smart Financial, we get to know our clients and their families. Our goal is to demystify personal finance and help people reach their financial goals. Rand Spero, CFP. MBA, Ed.M. Why Choose Street Smart? About Rand K. Spero.

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