Greg SmithCFP®, CRPS®, ChFC®, CLU®NSSA®Compliance Specialist
Greg SmithCFP®, CRPS®, ChFC®, CLU®NSSA®
"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."
Role at Mission Wealth
Greg Smith is a Compliance Specialist and assists the Chief Compliance Officer with ensuring the firm complies with the various securities, laws and regulations. Greg also is a member of the Tax Strategy team and assists in identifying and developing tax solutions that benefit our client base, as well as assisting advisors with high level IRA distribution planning strategies. Greg is a holder of the National Social Security Advisor Certificate and provides special expertise to clients in regard to determining optimal collecting strategies.
- IRA distribution and Rollover Strategies
- Retirement Planning
- Social Security Analysis
- Stock Option Analysis
- Tax Solutions and Management
Greg began his financial career in 1979 as a tax accountant with the international firm of Ernst & Young. He has been affiliated with numerous financial services firms including New York Life, SunAmerica Securities, and Centaurus Financial Inc. In 2003, Greg joined Mission Wealth’s financial advisory team, as he believed firmly in the company’s commitment to providing state-of-the-art financial planning and investment advice.
Greg holds a Bachelors of Arts degree in Mathematics and Accounting from the University of California, Santa Barbara (UCSB).
Greg and his family reside in Santa Barbara, California. He devotes much of his leisure time to his continuing study and performance of classical piano, photography, cycling, and traveling the world to exotic places.
Spotlight on Greg Smith
In this interview from December 2019, learn about Greg's lifelong devotion to classical piano, his hobby of owning and restoring muscle cars from the 1960s and early 1970s, as well as his incredible eye for cityscape and night photography!