Gregory J. Smith, CFP®, CRPS®, | Director of Financial Plans
Greg Smith is the Director of Financial Planning for Mission Wealth Management, LLC. He is responsible for writing and developing financial plans for the firm’s high net worth clients, and coordinating the implementation of those plans with the Investment, Risk Management, Tax and Client Relations divisions. Mr. Smith delivers significant analysis and research to MWM’s Integrated Wealth Solution® (planning and servicing process).Mr. Smith is a native of Santa Barbara, California. He earned his degree in Mathematics from the University of California at Santa Barbara and has completed postgraduate coursework in Accounting. He began his financial career in 1979 as a tax accountant with the international firm of Ernst & Young. Over the past 14 years, he has been affiliated with numerous tax and financial services firms including New York Life, SunAmerica Securities, and Centaurus Financial Inc. In 2003, he joined Mission Wealth Management’s financial advisory team as he believed firmly in the company’s commitment to provide state-of-the-art financial planning and investment advice. With his vast knowledge of and experience in accounting, income taxation, and financial planning, Mr. Smith is able to serve MWM’s clients with a high degree of professional expertise.
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