Danny Smith, CFP®

Financial Advisor
Headshot of Danny Smith

How I’m expanding what’s possible with money

Personally, one of my greatest achievements was guiding my father through the process of retirement. Whether with clients, friends, or family, my goal is to simplify the intricacies of financial planning and normalize conversations around money. There is so much to balance in life and I deeply enjoy helping others gain confidence in their money lives.

Outside of work, my passions include

In the winter, you’ll often find me in Naples, Italy visiting my grandparents and parents, stuffing myself with pizza and great wine. In the summer, I spend as much time at the beach as possible. Year round? I love concerts, snowboarding, hiking, playing beach volleyball, traveling, and taking a variety of dance classes.

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Simplify your life with a plan that connects your money to what matters most.

Simplify your life with a plan

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