Matt Smith,
CFP® FINANCIAL ADVISOR, RJFSCHIEF INVESTMENT OFFICER CERTIFIED FINANCIAL PLANNER®
Matt Smith is a CERTIFIED FINANCIAL PLANNER® professional with over 13 years of experience providing comprehensive financial planning and investment guidance. As Chief Investment Officer, he works closely with clients to define their financial goals and develop tailored strategies designed to support both short-term income needs and long-term growth.
Matt began his career in investment research and retirement planning, later expanding into portfolio construction and holistic wealth management. He takes a client-first approach, focusing on understanding each individual’s unique circumstances before designing personalized financial strategies aligned with their objectives and risk tolerance.
He specializes in tactical asset allocation and portfolio design, utilizing efficient, cost-effective investment solutions to help clients stay on track toward their financial goals.
Matt holds an MBA in Finance from the University of New Orleans and maintains Series 7, 9, and 10 licenses. As a CFP® professional, he adheres to rigorous ethical and continuing education standards, reflecting his commitment to excellence in client service and ongoing professional development.
Originally from Wiggins, Mississippi, Matt now lives in River Ridge, Louisiana with his dog, Gus. Outside the office, he enjoys the outdoors, restoring his 1972 Chevelle, staying active, and competitive marksmanship.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
