Shaun Smyth, CFAHealth Insurance AdvisorLinkedinRETURN TO TEAM PAGEShaun Smyth, CFA is a licensed health insurance advisor partnering with Lakewood Wealth
Management to bring clients comprehensive health and medical concierge services. He has been
passionate about health and wellness since his career first began over 15 years ago in the health
insurance industry.

He specializes in the individual and family market, working with entrepreneurs, small businesses
and people that are self-employed. As a health insurance advisor that is licensed in states across
the nation, he brings compassionate and thorough solutions to Lakewood’s diverse client base.
Unlike an insurance broker, Shaun can source health insurance solutions from both the public
and private insurance markets, creating unique opportunities to build customized health plans.

As a former collegiate athlete, Shaun is also a Certified Personal Trainer, licensed with the National
Academy of Sports Medicine. Active additionally in all other realms of his life, he enjoys his free
time with road trips, sports, and concerts. He is regularly involved in his church and volunteering in
the community as well.
Shaun Smyth is not associated with cambridge and does not offer securities/advisory services
Shaun Smyth, CFAHealth Insurance AdvisorLinkedinRETURN TO TEAM PAGEShaun Smyth, CFA is a licensed health insurance
advisor partnering with Lakewood Wealth
Management to bring clients comprehensive health
and medical concierge services. He has been
passionate about health and wellness since his
career first began over 15 years ago in the health
insurance industry.

He specializes in the individual and family market,
working with entrepreneurs, small businesses
and people that are self-employed. As a health
insurance advisor that is licensed in states across
the nation, he brings compassionate and thorough
solutions to Lakewood’s diverse client base. Unlike
an insurance broker, Shaun can source health
insurance solutions from both the public and private
insurance markets, creating unique opportunities to
build customized health plans.

As a former collegiate athlete, Shaun is also a
Certified Personal Trainer, licensed with the National
Academy of Sports Medicine. Active additionally in
all other realms of his life, he enjoys his free time
with road trips, sports, and concerts. He is regularly
involved in his church and volunteering in the
community as well. Shaun Smyth is not associated
with cambridge and does not offer securities/
advisory services
Check the background of your financial professional on FINRA's BrokerCheck.

Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors Inc, a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: CA, CO, FL, GA, HI, ID, IL, IN, MI, MN, MS, MT, NV, NY, NC, OH, TX, WA, WI. Cambridge and Lakewood are not affiliated. Fixed insurance services offered through Lakewood Wealth Management.Customer Relationship Summary Form (CRS)

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