As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
I am originally from Alaska and have lived in Orange County since 2005. Growing up, I helped my parents run our family business which instilled in me a strong worth ethic. After attending college, I started my career in the financial services industry and joined Edward Jones as a financial advisor in 2007. I hold the CFP® and AAMS® professional designations and am a limited partner of the firm. I am proud to help individuals, families and business owners make sound financial decisions through every chapter of their lives.
Whether your goal is to retire early, educate your children, manage your income in retirement or save money on taxes, I will meet with you face to face and use our 5-step process to offer personalized solutions. Clients appreciate that I have the ability to simplify their financial lives by helping them consolidate accounts and keeping them informed so they understand their financial strategy. My skill set as a financial advisor is backed by the expertise of Edward Jones, a firm that has helped individuals plan for their financial future since 1922.
My wife, Brooke, and I live in San Clemente with our four children. We love raising our family in this great coastal town and enjoy supporting our local businesses. We are advocates for our local organizations including the San Clemente High School Educational Foundation, Alzheimer's Association and Casa Romantica.
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Employee Stock Options
- Business Retirement Plans
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Coaching Sports
- Personal Fitness
Phone NumberColin P Smith at (949) 361-6970
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