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Wil Smith, CFA, CFP®

Wil Smith, CFA, CFP®

Director of Portfolio Management

We feel extremely fortunate to have Wil on board, as he brings with him a strong foundation in comprehensive financial planning. Wil is active in the financial planning community, having served as President of the Financial Planning Association of Orange County. In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, Wil has earned the Chartered Financial Analyst® (CFA®) charter administered by the CFA Institute.

Wil earned his BA degree in Japanese with a minor in Economics at Cal State Fullerton. Self described as a voracious reader, Wil is also proficient in French, has studied Spanish, Russian and German. He has a quick wit and keeps us all laughing, provided he speaks in English, that is. Wil resides in Irvine with his wife and two sons.

Check the background of this investment professional on FINRA BrokerCheck