Justin D. Smith
CAP®, CFA®, CFP®
Justin specializes in tax-smart retirement planning. He has been involved in the financial services industry since 2005. Prior to joining Savant, he was a partner and portfolio manager for an independent Registered Investment Advisor firm in Chicago.
Justin earned a bachelor of business administration degree with a concentration in finance from the University of Michigan. He is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Chartered Advisor in Philanthropy® (CAP®) and the Chartered Financial Analyst® (CFA®) designations. He is a frequent speaker on the topics of Victory Lap Retirement and tax-smart retirement planning.
Justin loves to cook (especially tacos!) and enjoys spending time outdoors with his wife and three children. After living in the Midwest for many years, they truly appreciate everything Arizona has to offer. In the fall, you are almost certain to find Justin on his patio watching Minnesota Vikings or Michigan Wolverines football.
Helping people find clarity and confidence is the most rewarding part of my job. There is an incredible sense of fulfillment that comes from guiding people on their journey.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.