Zach Smith, CFP®

Lead Advisor | Palo Alto | 415.653.8916

How do I help our clients live a richer life?
I help clients identify and achieve their financial goals. Developing a financial plan is a deeply personal process and the definition of success can vary greatly from family to family. Having a truly collaborative advisor to help will not only make the process run more smoothly, but also increase the likelihood of success. I believe that a significant amount of value that we provide as advisors arises from helping clients simplify complex decisions, evaluating alternative options, and then embarking down the best path together alongside our clients. Changes in life and shifts in wealth bring the most opportunity, and I love applying the full resources of Brighton Jones to partner with clients in those more exciting times.

How do I spend my time outside of Brighton Jones?
Outside of work, I will typically be found making the most of living in the Bay Area and I believe that the Peninsula offers some of the best quality of life. My wife and I jump at the first chance to explore somewhere new, near or far, and we are always looking to try a new restaurant with an unusual menu. On the weekends, I can often be found “working on my game” at a golf course or discovering dog-friendly places to take our pup!

Articles by Zach Smith, CFP®

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