Joseph M. Smith, Jr.
President, Smith Wealth Management Group
Joseph (Joe) Smith is the President of Smith Wealth Management Group, an independent financial and investment planning firm co-founded with his son, Nick. Joe began his career as a financial advisor in 1983 and brings more than three decades of experience to a diverse group of individuals, families and business owners seeking objective and comprehensive financial guidance in the areas of financial, retirement, investment, estate and legacy planning. His goal is to help clients achieve and/or maintain financial independence.
Joe earned his Bachelor of Arts in Business from Augustana College. He is a Viet Nam era veteran and former United States Air Force Academy Cadet. He holds his FINRA Series 7, 63 and 65 securities registrations through LPL Financial and holds Insurance Licenses in California.
He and his wife Anna reside in Thousand Oaks, CA. They celebrate six grown children and seven grandchildren. Joe enjoys coaching youth sports, golfing and community outreach. He was recognized as a Paul Harris Fellow by Rotary International for his service and support of the organization's mission to improve the lives of others both locally and globally
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