Justin D. Smith
CAP®, CFA®, CFP®
Financial Advisor / Member Owner
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.
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Justin is a financial advisor in Savant’s Scottsdale, AZ office. He has a membership interest in Savant.
Justin specializes in proactive, tax-efficient planning for high-net-worth individuals designed to protect wealth, optimize growth, and reduce their tax burden. He is committed to working with clients on strategies such as navigating stock-based compensation, mitigating capital gains on business or real estate sales, structuring tax-efficient retirement and income replacement plans, helping protect their legacy and reducing taxes for the next generation, and aligning their values with philanthropic goals while maximizing tax benefits.
As a CERTIFIED FINANCIAL PLANNER® professional, Chartered Advisor in Philanthropy® (CAP®), and Chartered Financial Analyst® (CFA®), Justin is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Justin 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 is a frequent speaker on tax-smart retirement planning. He earned a bachelor of business administration degree with a concentration in finance from the University of Michigan Ross School of Business.
Justin loves to cook 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.
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Education &
Designations
- University of Michigan, Ross School of Business
Bachelor of Business Administration with a concentration in Finance - CERTIFIED FINANCIAL PLANNER® professional
- Chartered Advisor in Philanthropy® (CAP®)
- Chartered Financial Analyst® (CFA®)
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.