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.
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