Greg Smith

CFP®, CRPS®, ChFC®, CLU®

Client Advisor

 

Greg Smith

CFP®, CRPS®, ChFC®, CLU®

Client Advisor

 

Greg Smith

CFP®, CRPS®, ChFC®, CLU®

Client Advisor

“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 writes and develops financial plans for the firm’s high-net-worth clients. Greg delivers significant analysis and research to the planning and servicing process of Mission Wealth’s Integrated Wealth Solution®.

Specializations

Contact Information

Office Location: Santa Barbara, CA
Email: gsmith@nullmissionwealth.com
Direct Line: (805) 690-3903

Role at Mission Wealth

Greg writes and develops financial plans for the firm’s high-net-worth clients. Greg delivers significant analysis and research to the planning and servicing process of Mission Wealth’s Integrated Wealth Solution®.

Specializations

Contact Information

Office Location: Santa Barbara, CA
Email: gsmith@nullmissionwealth.com
Direct Line: (805) 690-3903

Career Highlights

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.

Credentials

Career Highlights

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.

Credentials

Personal Pursuits

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.

Education

Bachelors of Arts degree in Mathematics and Accounting from the University of California, Santa Barbara (UCSB)

Personal Pursuits

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.

Education

Bachelors of Arts degree in Mathematics and Accounting from the University of California, Santa Barbara (UCSB)

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