Justin D. Smith

CAP®, CFA®, CFP®

Helping people find clarity and confidence is the most rewarding part of my job. There is an incredible sense of fulfillment that comes from guiding people on their journey.

3225 N. Central Avenue Suite 180 Phoenix, AZ 85012
480-561-6323

Justin specializes in helping executives and successful professionals create a tax-smart plan for their next chapter. Whether they wish to stay in the corporate arena, retire, or blur the lines in pursuit of the best of both worlds, we explore what’s possible, create a plan, and strive to minimize taxes in the process.

Justin has been involved in the financial services industry since 2005. Prior to joining Savant, he was a partner and portfolio manager for an independent Registered Investment Advisor firm in Chicago.

Justin earned a bachelor of business administration degree with a concentration in finance from the University of Michigan Ross School of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Chartered Advisor in Philanthropy® (CAP®) and the Chartered Financial Analyst® (CFA®) designations. He is a frequent speaker on tax-smart retirement planning.

Justin loves to cook and enjoys spending time outdoors with his wife and three children. After living in the Midwest for many years, they truly appreciate everything Arizona has to offer. In the fall, you are almost certain to find Justin on his patio watching Minnesota Vikings or Michigan Wolverines football.


Affiliations &
Community Service

Education &
Designations

  • University of Michigan, Ross School of Business
    Bachelor of Business Administration with a concentration in Finance
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Advisor in Philanthropy® (CAP®)
  • Chartered Financial Analyst® (CFA®)