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Zach Smith

Personal CFO - Brighton Jones

Zach Smith, CFP® is a Lead Advisor at Brighton Jones, a wealth management firm based in Silicon Valley, California.15 As part of the client service team, he helps clients articulate their financial goals and assists them in reaching those objectives.2

Professional Background

Zach holds the Certified Financial Planner (CFP®) designation, which indicates his expertise in financial planning.1 He is based in the San Francisco Bay Area, specifically in Redwood City.3

Role at Brighton Jones

As a Lead Advisor, Zach's responsibilities likely include:

  • Providing comprehensive financial planning services to clients
  • Developing personalized strategies for wealth management
  • Assisting clients through various phases of their financial journey
  • Offering guidance on real-world financial situations

Experience and Education

Zach's professional experience includes his current role at Brighton Jones.3 He received his education from the University of California, Santa Cruz.3

Professional Network

Zach is well-connected in his field, with over 500 connections on LinkedIn.3 This extensive network likely contributes to his ability to provide valuable insights and resources to his clients.

Recruitment Involvement

In March 2022, Zach shared information about job openings at Brighton Jones' San Francisco office, including positions for Lead Advisors and Senior Advisors.4 This suggests he may be involved in or aware of the firm's growth and recruitment efforts.

Related Questions

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What are Zach Smith's main responsibilities as a Lead Advisor at Brighton Jones?
What are some notable achievements of Zach Smith in his career?
What are some common financial goals that Zach Smith helps clients achieve?
What is the "richer life" approach that Brighton Jones emphasizes?
Zach Smith
Zach Smith, photo 1
Zach Smith, photo 2
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Location

Redwood City, California, United States