Carolyn Smith of C3FP is a member of XPX San Antonio

Carolyn J Smith

Ms.

San Antonio, Texas

Professional Profile

Call Me When

Call Me When... Individuals, Businesses, and even non profits,engage us to help identify and manage risks- especially those risks that are unnecessary.

Contact Method

csmith@c3fp.com

Profession

  • Accountant
  • Insurance
  • Professional Certifications

    CPA, CAP, AEP

    Functional Expertise

  • Charitable giving
  • Estate planning
  • Family business
  • Philanthropy
  • Private placements
  • Risk management
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Business Services
  • Consumer Services
  • Energy/Utilities
  • Manufacturing
  • Non-profit
  • Real Estate/Construction
  • Client Results

    Membership

    San Antonio Sponsor

    Member Since

    4 Year Member

    Sponsorship Type

    Bronze

    Chapter Leadership Role

    Events, Programs and Sponsorship co-Chair

    Why I'm a Member of XPX

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