About our CFP® Professionals

About Our CERTIFIED FINANCIAL PLANNER™ Professionals

Wil Smith, CFA, CFP®

Wil Smith, CFA, CFP® is proud to be a CERTIFIED FINANCIAL PLANNER™ Professional.

As the Founder of Prudence Wealth Advisory, dedicated to comprehensive financial planning for local families, he is honored to have the opportunity to live his family’s motto every day with his clients: “Live by faith, with integrity and for the development of wisdom in ourselves and our community.”

He is a Past President of the Financial Planning Association of Orange County and is a Chartered Financial Analyst (CFA) Charterholder. Wil earned his Bachelor of Arts degree in Japanese and minored in Economics at California State University, Fullerton. In addition to Japanese, he is proficient in French, with further studies in Russian and German.

Check the background of this investment professional on FINRA Broker Check.

Finra BrokerCheck

Copyright © 2023 Prudence Wealth Advisory. All Rights reserved.
Securities offered through Cambridge Investment Research, Inc., a Registered Broker/Dealer, Member FINRA/SIPC,
www.FINRA.org. www.SIPC.org.
Wil Smith, CFA, CFP®, Registered Representative. (CA Insurance Lic.# 0E98453).
Prudence Wealth Advisory, Cooper McManus and Cambridge Investment Research, Inc. are not affiliated.
Advisory services offered through Cooper McManus, a Registered Investment Advisor.
Cambridge Investment Research, Inc. and its representatives do not provide tax or legal advice.
Please consult an appropriate advisor regarding your personal situation prior to acting on information.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein.
Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.