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Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa® Email & Phone Number

Compliance Specialist at Mission Wealth
Location: Santa Barbara, California, United States 1 work role 3 schools
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Current company
Mission Wealth
Role
Compliance Specialist
Location
Santa Barbara, California, United States
Company size
53 employees

Who is Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa®? Overview

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Quick answer

Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa® is listed as Compliance Specialist at Mission Wealth, a company with 53 employees, based in Santa Barbara, California, United States. AeroLeads shows a matched LinkedIn profile for Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa®.

Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa® holds Certificate In Accounting From Uc Extension, Accounting from Uc Santa Barbara.

Company email context

Email format at Mission Wealth

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Mission Wealth

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Profile bio

About Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa®

As the Compliance Specialist at Mission Wealth, I work closely with the Chief Compliance Officer and the many Strategy Directors to ensure that our company adheres to all relevant securities laws and regulations. In addition, I am an experienced and tenured tax and compliance professional, playing an important role in identifying and developing solutions that best serve our clients.My expertise lies in high-level IRA distribution planning strategies, retirement planning, in-depth Social Security analysis, stock option analysis, tax solutions, and management. I provide valuable guidance to advisors and clients alike, leveraging my extensive experience to help them optimize their financial strategies and navigate complex regulations. I regularly contribute expert insights and content on these areas to assist Wealth Advisors and their clients at Mission Wealth and am committed to staying up-to-date on the latest developments in the industry.I have also earned the highly accredited National Social Security Advisor Certificate, which enables me to provide clients with an in-depth Social Security analysis and the knowledge and expertise to help them determine optimal collecting strategies.I take a comprehensive approach to financial planning, always keeping our clients' unique goals and circumstances in mind. Whether I'm working with an advisor to develop a retirement plan or providing guidance on stock options or tax solutions, I believe in creating long-term relationships based on trust, transparency, and open communication.If you're interested in learning more about how I can help you optimize your financial strategies and navigate complex regulations, please connect with me on LinkedIn or visit our firm's website at missionwealth.com.

Current workplace

Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa®'s current company

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Mission Wealth
Mission Wealth
Compliance Specialist
santa barbara, california, united states
Website
missionwealth.com
Employees
53
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Company profile
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1 role

Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa® work experience

A career timeline built from the work history available for this profile.

  • Mission Wealth
    Compliance Specialist
    Mission Wealth
    May 2003 - Present - Santa Barbara, California, United States
Team & coworkers

Colleagues at Mission Wealth

Other employees you can reach at missionwealth.com. View company contacts for 53 employees →

JG Joseph Giovanni Tremonti Joseph Giovanni Tremonti Colleague at Mission Wealth Goleta, California, United States, United States View → TK Tina Kunze Tina Kunze Colleague at Mission Wealth Gilbert, Arizona, United States, United States View → LM Lars Morton Lars Morton Colleague at Mission Wealth Irvine, California, United States, United States View → CR Chrissy Roberts Chrissy Roberts Colleague at Mission Wealth Fort Worth, Texas, United States, United States View → ED Esra D. Esra D. Colleague at Mission Wealth Las Vegas Metropolitan Area, United States View → GP Gregory Prince, Cfa, Cfp® Gregory Prince, Cfa, Cfp® Colleague at Mission Wealth Santa Barbara, California, United States, United States View → BM Braydan Meyers, Aams®Awma® Braydan Meyers, Aams®Awma® Colleague at Mission Wealth Greensboro, North Carolina, United States, United States View → PC Pat Collins Pat Collins Colleague at Mission Wealth Greater Boston, United States View → RM Rory Macdonald, Ma, Cfp® Rory Macdonald, Ma, Cfp® Colleague at Mission Wealth San Diego, California, United States, United States View → VW Victoria Wessler Victoria Wessler Colleague at Mission Wealth Newport Beach, California, United States, United States View →
3 education records

Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa® education

FAQ

Frequently asked questions about Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa®

Quick answers generated from the profile data available on this page.

What company does Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa® work for?

Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa® works for Mission Wealth.

What is Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa®'s role at Mission Wealth?

Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa® is listed as Compliance Specialist at Mission Wealth.

Where is Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa® based?

Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa® is based in Santa Barbara, California, United States while working with Mission Wealth.

What companies has Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa® worked for?

Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa® has worked for Mission Wealth.

Who are Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa®'s colleagues at Mission Wealth?

Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa®'s colleagues at Mission Wealth include Joseph Giovanni Tremonti, Tina Kunze, Lars Morton, Chrissy Roberts, and Esra D..

How can I contact Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa®?

You can use AeroLeads to view verified contact signals for Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa® at Mission Wealth, including work email, phone, and LinkedIn data when available.

What schools did Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa® attend?

Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa® holds Certificate In Accounting From Uc Extension, Accounting from Uc Santa Barbara.

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