Zach Smith, CFP^®

How do I help our clients Live a Richer Life®?
I help clients identify and achieve their financial goals. Developing a financial plan is a deeply personal process and the definition of success can vary greatly from family to family. Having a truly collaborative advisor to help will not only make the process run more smoothly, but also increase the likelihood of success. I believe that a significant amount of value that we provide as advisors arises from helping clients simplify complex decisions, evaluating alternative options, and then embarking down the best path together alongside our clients. Changes in life and shifts in wealth bring the most opportunity, and I love applying the full resources of Brighton Jones to partner with clients in those more exciting times.

How do I align my time and money with my values and passions to Live a Richer Life®?
Outside of work, I can be found making the most of living in the San Francisco Peninsula area and am always looking for opportunities to have fun trying new things. This often involves checking out concerts on the weekends, traveling to new places (both near and far), and taking our dog hiking.