Zach Smith, CFP®

Lead Advisor | Palo Alto | 415.653.8916

How do I help our clients live a richer life?
As a part of the client service team, I help clients articulate their financial goals and assist in any way possible to reach them. Developing a financial plan is a deeply personal process and the output 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. My favorite part of being a financial advisor is helping clients simplify incredibly complex decisions, present alternative options, and then set down the path that makes the most sense. I love assisting clients through these multifaceted situations with the full resources and support of Brighton Jones.

How do I spend my time outside of Brighton Jones?
Outside of Brighton Jones, I will typically be found with friends making the most of living in the San Francisco Bay Area. Whether it’s enjoying the outdoors, playing golf in the winter, or attending fun local events, I appreciate the many experiences this area offers. I also jump at the first chance for travel and am always looking to try a new restaurant with an unusual menu.

Articles by Zach Smith, CFP®

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