Brian P. Smith

Licensed Real Estate Professional at Juncal Real Estate
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Contact Information
us****@****om
(386) 825-5501
Location
Carlsbad, California, United States, US
Skills

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5.0

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Patricia Andel

Brian is more than just an investment advisor. He assisted me in handling a rather unique situation for the heirs of two of our mutual clients. He was a team player and was able to facilitate an amicable settlement between children of a blended family. Additionally, he successfully and expeditiously arranged an estate sale and the sale of the clients' residence. I would highly recommend his services.

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Experience

  • Juncal Real Estate
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Licensed Real Estate Professional
      • Mar 2015 - Present
  • Titan Securities
    • Australia
    • Financial Services
    • Registered Rep./Securities
      • Oct 2011 - Present
  • College Funding Design
    • Financial Services
    • President
      • Mar 2007 - Present

      Certified College Planning Specialist Certified College Planning Specialist

  • Olmsted Advisors, Registered Investment Advisor
    • President
      • Feb 2001 - Present

      Comprehensive financial services; investments, insurance, and planning. Financial planning for higher education. Comprehensive financial services; investments, insurance, and planning. Financial planning for higher education.

  • LAAM
    • France
    • Food Production
    • Financial Consultant
      • 2006 - 2011
  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Consultant
      • Aug 1995 - Feb 2001

      Investment and retirement planning. Specialty services through Merrill Lynch International Bank. Investment and retirement planning. Specialty services through Merrill Lynch International Bank.

  • San Marcos, CA
    • Spain
    • Teacher & Coach
      • 1991 - 1995

      U.S. History and Geography. Multi-sport coach. Tutor and mentor. U.S. History and Geography. Multi-sport coach. Tutor and mentor.

  • United States Marine Corps
    • United States
    • Armed Forces
    • 700 & Above Employee
    • Military Officer
      • 1986 - 1995

      Active Duty and Reserves. Infantry, light armored infantry, operations and training. Active Duty and Reserves. Infantry, light armored infantry, operations and training.

  • U.S. House of Representatives
    • United States
    • Legislative Offices
    • 700 & Above Employee
    • Congressional Aide
      • Jan 1982 - Sep 1982

      Staff assistant to a senior member of Congress. Formative experience; a paid position that also earned college credit. Constituent communications and services, legislative and committee staffing, special events. Staff assistant to a senior member of Congress. Formative experience; a paid position that also earned college credit. Constituent communications and services, legislative and committee staffing, special events.

Education

  • National University
    Teacher Credential, Secondary Education
    1992 - 1993
  • Carthage College
    B.A., History and Political Science
    1980 - 1985

Community

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