What departments does SmartPro Financial have?

SmartPro Financial has employees across 3 departments including Marketing, Consultant, Finance.

What is the largest department at SmartPro Financial?

The largest department at SmartPro Financial is Finance with 2 employees.

Where are SmartPro Financial employees located globally?

SmartPro Financial has employees across 2 continents and 2 countries including United States Of America, Australia.

How has SmartPro Financial's team size changed over time?

SmartPro Financial's team has grown from approximately 103 to 114 employees based on available data.

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SmartPro Financial Employee Directory

Financial ServicesFlorida, United States51-200 Employees

SmartPro Financial is a mid-sized financial services firm based in Bradenton, Florida. It aims to simplify the financial planning journey and help clients pursue a future aligned with their goals, beyond traditional investing. The firm emphasizes a teaching approach to ensure clients understand each step of the planning process. Its services are designed for clients who follow a structured, step-based framework or who are just starting to plan.

Securities are offered through Cambridge Investment Research, Inc., a broker-dealer, with advisory services provided by Cambridge Investment Research Advisors, Inc.; SmartPro Financial and Cambridge are not affiliated.

SmartPro Financial Global Highlights

North America
113

United States Of America
113

Oceania
1

Australia
1

SmartPro Financial's Leadership

J. L.
Chief Marketing Officer
Mobile Phone
Email
R. G.
Co-Founder
Mobile Phone
Email
C. M.
Investment Advisor
Mobile Phone
Email
C. G.
Financial Coach
Mobile Phone
Email
J. B.
Investment Advisor & Representative
Mobile Phone
Email

SmartPro Financial Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Business
Entrepreneurship
Finance
Other
Support

Contact profiles from SmartPro Financial

Name

Title

Contact

Location

Last Update

R. G.
Co-Founder
Mobile Phone
Email
Feb 05, 2025
J. L.
Chief Marketing Officer
Mobile Phone
Email
Aug 07, 2026
C. M.
Investment Advisor
Mobile Phone
Email
Apr 13, 2026
C. G.
Financial Coach
Mobile Phone
Email
Oct 22, 2024
J. B.
Investment Advisor & Representative
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is SmartPro Financial known for?

SmartPro Financial was founded in 2017 and operates in the Financial Services industry. You can contact SmartPro Financial's main corporate office by phone at

+1-877-299-****

. Explore SmartPro Financial's company overview page for more information.

What is SmartPro Financial's most common email format?

SmartPro Financial employees' email format typically follows the pattern of First.Last@mysmartvestorpro.com. Trying to find reliable and up-to-date employee contact data? Find more SmartPro Financial email formats with LeadIQ.

How many employees does SmartPro Financial have currently?

SmartPro Financial has approximately 111 employees as of August 2026. These team members are located across 2 continents, including North America and Oceania.

Who are SmartPro Financial's key employees and leadership?

As of August 2026, SmartPro Financial's key employees include:

Chief Marketing Officer: J. L.
Co-Founder: R. G.
Investment Advisor: C. M.
Financial Coach: C. G.
Investment Advisor & Representative: J. B.

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SmartPro Financial Employee Directory

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