Portrait of Greg Smith

Greg Smith CFP®, ChFC®, CLU®, NSSA®, ChFC®

Compliance Specialist

Based in Santa Barbara, Greg supports the compliance program through monitoring, documentation, and regulatory processes that help the firm operate consistently and responsibly.

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As Compliance Specialist at Mission Wealth, Greg works closely with the Chief Compliance Officer and Strategy Directors to support adherence to securities laws and regulations. He also contributes to the Tax, Estate, and Philanthropic Strategy team, specializing in IRA distribution planning and Social Security claiming strategies while developing solutions that best serve clients.

I love the challenge of solving problems, which are unique and different for every client. A deep sense of personal satisfaction is derived from knowing that I have helped a client navigate their way through a complex maze of financial decisions."

Professional Background

Greg started his financial career as a tax accountant at Ernst & Young in 1979. Over the years, he has worked with several financial services firms, including New York Life, SunAmerica Securities, and Centaurus Financial Inc. In 2003, Greg joined Mission Wealth’s financial advisory team, attracted by the company’s dedication to delivering cutting-edge financial planning and investment advice.

He holds a Bachelors of Arts degree in Mathematics from the University of California, Santa Barbara (UCSB). Additionally, Greg has earned the highly accredited National Social Security Advisor Certificate, which enables him to provide clients with an in-depth Social Security analysis, and the knowledge and expertise to help them determine optimal collecting strategies.

Greg also holds many designations and certifications including the highly accredited CERTIFIED FINANCIAL PLANNER®, Chartered Life Underwriter®, Chartered Financial Consultant®, IRMAA Certified Planner®, and the National Social Security Advisor® certificates.

California Insurance License #0801542.

Personal Pursuits

When Greg is not working, he enjoys spending time with his family in their home in Santa Barbara, California. He is an avid classical pianist and enjoys cycling and photography. Greg also loves to travel and explore exotic places around the world. To learn more about Greg, view this 2019 Mission Wealth interview.

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Adam Silva

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Adella Frender

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Aimee Gibbings

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Alejandro Segovia

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Alex Teklu

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Alexandra Freres

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Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

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Senior Wealth Advisor

Allison Modrak

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Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

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