Steven R. Smith JD, CFP®

Steve Smith is a Special Advisor at Mission Wealth, serving individuals and families in Colorado and the surrounding communities. With his in-depth knowledge of financial planning and succession planning, Steve is committed to sharing his expertise to develop comprehensive financial solutions tailored for each client that aligns with their unique circumstances and values. Steve is dedicated to supporting our teams as they guide clients through every stage of their financial journey, offering expert advice on cash flow planning, tax strategies, and investment management.

Steve’s introduction to financial planning came at a difficult time. A death in the family led to a number of unresolved financial issues. He volunteered to try and untangle what turned out to be a complex situation, drawing on his background as an attorney and a long-held interest in finance. He didn’t know what to expect, but what he found was unexpected: While managing his family’s situation, he also learned how to act as a financial steward—and about the importance of an evidence-based approach to investing.

That experience led Steve to a realization: He wanted to help others pursue their own financial success—and help them avoid the kinds of financial challenges that can occur without a proper plan in place. Steve became a CERTIFIED FINANCIAL PLANNER™ professional in 2003 and, since then, has worked to help people build sustainable plans to pursue their financial goals.

Steve joined Mission Wealth in February 2026 when RightPath Investments & Financial Planning, the independent fiduciary firm he founded, became part of Mission Wealth. The integration preserved RightPath’s personalized retirement-planning approach while expanding access to Mission Wealth’s broader national platform and resources.