Greg Smith

Greg Smith

Formal First Name
Gregory (Greg)

Gregory S. Smith, CFP®, ChFC®, CPWA®, CTFA, Managing Director, Senior Financial Planner, and Founding Member of The Wise Investment Group, is responsible for the formation and development of the team's financial planning department. His team delivers a conservative process to investing, focusing on principal preservation and principal growth. His areas of expertise include retirement, and college and estate planning. Greg is also a financial planning mentor through the Financial Planning Association, and a Co-host of The Wise Investor Show. In addition to his financial career, Greg is also highly involved in the community. He serves on the boards of various organizations, including Financial Planning Association, Investment Management Consultants Association, and Institute of Certified Bankers.

Professional Experience

Academic History

  • Greg's philosophy is that the best financial planners have the mind of a capitalist and the heart of a social worker.

Awards and Recognitions

Licenses and Certifications

Community Involvement