Certified Public Accountant, Cfp
Current
J.M.Smith Tax Strategies & Compliance
Oct 2009 - Present
AeroLeads people directory · profile
Msa Monroe Smith Advisors Email & Phone Number
Certified Public Accountant, CFP
at
J.M.SMITH Tax Strategies & Compliance
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
J.M.SMITH Tax Strategies & Compliance
Role
Certified Public Accountant, CFP
Location
San Jose, California, United States
Who is Msa Monroe Smith Advisors? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Msa Monroe Smith Advisors is listed as Certified Public Accountant, CFP at J.M.SMITH Tax Strategies & Compliance, based in San Jose, California, United States. AeroLeads shows a matched LinkedIn profile for Msa Monroe Smith Advisors.
Msa Monroe Smith Advisors previously worked as Certified Public Accountant Certified Financial Planning at Certified Public Accountant Certified Financial Planning and Investment Licenses at J.M.Smith. Msa Monroe Smith Advisors holds Master'S Of Science, Tax Planning, Investments, Business Financial Planning from College Of Financial Planning.
Profile bio
About Msa Monroe Smith Advisors
MSA is a Tax Strategist firm; not just a Form Filing firm. If one does not know the difference, and think you are paying too much in taxes and/or have complex finances, we may be the only ball game in town. We have an office downtown inside our affliate's office; Sequoia Wealth Advisors and in south San Jose at Santa Teresa blvd and Blossom Hill rd.Business tax, accounting and management experts. Specialized tax expertise in Incentive Compensation for Technology Workers.Derivatives expert allowing clients to 'insure' their future net worth from RSUs, Options and ESPPs.Specialized trusted advisor services for business owners and the highly compensated. AMT reduction strategies expert.Tax compliance including Tax Forms Preparation, Tax Planning and Tax Audit Representation.Now two offices to serve you.
Listed skills include Protect Future Networth From Company Vestings, Cash Flow Increases In Business, Tax Reduction Strategies, Tax Audit Risk Reduction, and 2 others.
Current workplace
Msa Monroe Smith Advisors's current company
Company context helps verify the profile and gives searchers a useful next step.
J.M.Smith Tax Strategies & Compliance
3 roles
Msa Monroe Smith Advisors work experience
A career timeline built from the work history available for this profile.
Certified Public Accountant Certified Financial Planning
Certified Public Accountant Certified Financial Planning
Full gambit. Name it ...have done it.
Jan 2001 - Jun 2014
Investment Licenses
J.M.Smith
Passed Series 7, 66, 63 exams. Formed RIA in 2012.
Jan 2012 - Dec 2013
4 education records
Msa Monroe Smith Advisors education
Master'S Of Science, Tax Planning, Investments, Business Financial Planning
College Of Financial Planning
Master Of Business Administration (Mba), Accounting And Finance
Southern California University For Pro Studies
Accounting, Accounting
Louisiana State University
Bachelor Of Arts (B.A.), Business Management
University Of Illinois
FAQ
Frequently asked questions about Msa Monroe Smith Advisors
Quick answers generated from the profile data available on this page.
What company does Msa Monroe Smith Advisors work for?
Msa Monroe Smith Advisors works for J.M.SMITH Tax Strategies & Compliance.
What is Msa Monroe Smith Advisors's role at J.M.SMITH Tax Strategies & Compliance?
Msa Monroe Smith Advisors is listed as Certified Public Accountant, CFP at J.M.SMITH Tax Strategies & Compliance.
Where is Msa Monroe Smith Advisors based?
Msa Monroe Smith Advisors is based in San Jose, California, United States while working with J.M.SMITH Tax Strategies & Compliance.
What companies has Msa Monroe Smith Advisors worked for?
Msa Monroe Smith Advisors has worked for J.M.Smith Tax Strategies & Compliance, Certified Public Accountant Certified Financial Planning, and J.M.Smith.
How can I contact Msa Monroe Smith Advisors?
You can use AeroLeads to view verified contact signals for Msa Monroe Smith Advisors at J.M.SMITH Tax Strategies & Compliance, including work email, phone, and LinkedIn data when available.
What schools did Msa Monroe Smith Advisors attend?
Msa Monroe Smith Advisors holds Master'S Of Science, Tax Planning, Investments, Business Financial Planning from College Of Financial Planning.
What skills is Msa Monroe Smith Advisors known for?
Msa Monroe Smith Advisors is listed with skills including Protect Future Networth From Company Vestings, Cash Flow Increases In Business, Tax Reduction Strategies, Tax Audit Risk Reduction, Trusted Business Advising, and Tax Prep And Planning With Frequent Meetings To Implement Strategies.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial