Zack Smith, CFP®
Zack Smith is a Financial Advisor based in the SageView Headquarters in Irvine, CA. He is responsible for helping participants with financial planning services, including asset allocation and retirement planning.
Previously, Zack worked in SageView’s Private Wealth Management division, developing financial plans for clients, creating client-specific portfolio strategies and delivering portfolio reviews. He also spent three years at JP Morgan Chase in the Private Client Banking division, educating clients on investments and various types of lending.
Zack received a Bachelor of Science degree in Business with an emphasis on Finance from California State University, Fullerton. He holds the Series 7 and Series 65 registrations, as well as Life and Health Insurance licenses. Zack is a Certified Financial Planner (CFP®), a designation awarded by the Certified Financial Planner Board of Standards, Inc.