Justin Smith, CFA, CFP®
Senior Financial Planner, Chief Investment Strategist
Knowing full well that financial planning is about far more than numbers, I love to help clients walk through both the routine and the significant decisions in life. While I could have been perfectly happy with a career as a mathematician or counselor; I’m delighted to get to be both…often within the same meeting or even sentence. I thrive on being able to transform complex financial and relational issues into practical plans and clear action steps.
Justin Smith, CFA, CFP®
Senior Financial Planner, Chief Investment Strategist
Knowing full well that financial planning is about far more than numbers, I love to help clients walk through both the routine and the significant decisions in life. While I could have been perfectly happy with a career as a mathematician or counselor; I’m delighted to get to be both…often within the same meeting or even sentence. I thrive on being able to transform complex financial and relational issues into practical plans and clear action steps.
“Our happiest clients are not the ones with the most money. Rather, our happiest clients are those who live within their means and give their time and money away to things they’re passionate about.”
Leadership & Community Involvement:
Former: Board Member of the CFA North Carolina Society, National Board Member of the Society of Financial Service Professionals (SFSP), Chair of National Young Professionals Advisory Council for SFSP, Greensboro Chapter President of Society of Financial Service Professionals, Crescent Rotary Club Officer, Young Life College Leader at UNCG, Board Member Greensboro Historic Museum
Current: Elder Grace Community Church
Awards:
Greensboro Society of Financial Service Professionals Distinguished Service Award 2016, National Society of Financial Service Professionals Top Leaders Under 40, Triad Business Journal’s 40 Leaders under 40 2013, Crescent Rotary “E” award for Energy, Enthusiasm, and Excellence 2012.
Education & Certifications:
North Carolina State University B.S. in Business Management with a concentration in Finance and a minor in Economics; University Scholar. Chartered Financial Analyst® (CFA), Certified Financial Planner™ (CFP®).
Areas of expertise:
- Investment management and financial planning for young professionals, corporate executives, and business owners
- College Planning
- Retirement Planning
