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 Spanish, Russian and German.

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

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Wil Smith, CFA, CFP®, Registered Representative. (CA Insurance Lic.# 0E98453).
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