portrait of Colin P Smith
FINANCIAL ADVISOR

Colin P Smith

CFP®, CEPA®
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

Certifications

  • CFP®

    Certified Financial Planner™

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Coaching Sports
  • Personal Fitness
  • Surfing

Team Members

  • Gayle Griswold
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(949) 361-6970

Fax

(888) 310-9476

Office Address

905 Calle Amanecer Suite 260
San Clemente, CA 92673opens in a new window

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