Mike Smith

Senior Training and Staff Development Coach

Money Coach

Certified Credit Counselor 

Retirement & Investment Specialist

 

Whether it's camping with friends and family, playing volleyball, going for runs, or any number of other activities, I like to find ways to enjoy life. One of the things I love about my work is connecting with people’s financial stories and life. I come alongside my clients as an accountability partner and collaborator to navigate their financial issues. I’ve been in the financial services industry since 1997. I have a California Life & Health Insurance license, and previously held the following Securities licenses: Series 7, 63, and 24. My goal is to provide the tools, resources and inspiration that clients need to chart their financial course.