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Joseph A. Smith profile image

Joseph A. Smith

Cpa/Pfs Fee-Only Financial Planner An... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Jas Financial Services, Llc</span>
Intro Book
Joseph A. Smith is a seasoned financial expert with expertise in comprehensive planning, portfolio management, and estate planning, serving the Greater Chicago Area.
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Location
Greater Chicago Area, US
Skills
  • Retirement Planning
  • Wealth Management
  • Estate Planning
  • Comprehensive Planning
  • Portfolio Management
  • Show all
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Bio

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I'm Joseph A. Smith, a seasoned financial expert with over 40 years of experience in comprehensive planning, wealth management, and estate planning. As a CPA/PFS and Fee-Only Financial Planner, I've dedicated my career to providing objective and unbiased guidance to my clients. My expertise spans retirement planning, investment planning, income tax planning, and budgeting, among others. With a strong educational background in accounting and law from Miami University and Cleveland State University, I've built a reputation for delivering personalized services that cater to each client's unique needs. Throughout my career, I've worked with various firms, including JAS Financial Services, LLC, and have held leadership positions such as President and Shareholder. I'm committed to helping individuals and families achieve their financial goals and secure their future.

Credentials

  • CPA - Certified Public Accountatnt
    AICPA - American Institute of Certified Public Accountants
    Jun, 2013
    - May, 2026
  • PFS -Personal Financial Specialist
    AICPA - American Institute of Certified Public Accountatns
    Jun, 2013
    - May, 2026
  • AEP® - Accredited Estate Planner
    NAEPC - National Association of Estate Planners & Councils
    Jan, 2012
    - May, 2026

Experience

Education

  • 1962 - 1966
    Miami University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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