CJ Smith, CFP®, CDFA®

Wealth management opens the door to a world of possibilities where financial strategies can lead to growth and empowerment. I understand the journey, having once been in a similar position, and I'm dedicated to supporting clients in making informed decisions. By offering tailored options and ideas, I aim to turn financial planning into an exciting and rewarding experience. Working with generational families is a particular joy, as I appreciate learning about their dynamics and providing insights that nurture positive relationships. My approach is thoughtful and empathetic, always focused on fostering positive outcomes.

My journey into finance was inspired by my father, a pilot whose legacy I stepped into at a young age. Faced with unexpected responsibilities, I pursued a finance degree to empower myself and handle challenging family circumstances. This experience taught me the value of financial education, which I now share with others to help them choose the best paths for their futures. I earned my Bachelor of Science degree in Finance and Certificate of International Business from the W.P. Carey School of Business at Arizona State University. I also am a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst (CDFA® ). I believe financial planning is a dynamic process that evolves with you, and I'm passionate about guiding my clients through it.

Growing up in Arizona, I have fond memories of the cotton fields and horseback rides across what are now bustling areas. I live in the airpark community where I was raised, surrounded by neighbors I've known for years. My life is enriched by my husband, our two wonderful boys, and our shared love for outdoor adventures like biking, camping, motorcycles and flying. In my free time, I am involved with financial mentorship programs  where I support young adults in learning about financial planning. I am passionate about my work and I am committed to helping my clients achieve their goals with intelligence, care, and empathy.