Greg Smith
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.
Greg Smith Professional Experience / Academic History
Professional Experience
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Managing Director, Senior Financial Planner, The Wise Investment Group
Academic History
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Master of Arts, Psychology, Life Span Development
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Bachelor of Arts, Psychology
- 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
- Barron's Top 1,200 Financial Advisors, 2014–2020
- Forbes America's Top Wealth Advisors, 2018–2020
- Forbes Best-in-State Wealth Advisors, 2018–2020
- Financial Times Top 400 Financial Advisors, 2014
- Washingtonian Magazine's Top Money Experts, 2014–2015
- Northern Virginia Magazine's Top Financial Professionals, 2015–2017
Licenses and Certifications
- Certified Financial Planner, CFP®
- Chartered Financial Consultant, ChFC®
- Certified Private Wealth Advisor, CPWA®
- Certified Trust and Financial Advisor, CTFA
Community Involvement
- Financial Planning Association
- Institute of Certified Bankers
- Investment Management Consultants Association