Key Takeaways: Ever wondered how to navigate the complex world of personal finance, financial planning, and wealth management with confidence? In today’s rapidly changing economy,
Key Takeaways: Delving into the advantages of wealth planning and wealth management for high-net-worth individuals is like uncovering hidden treasure in a vast sea. Picture
With 27 years of experience, Joel S. Smith, CPA helps business owners make sense of their finances and drive profitability. A UC Berkeley grad with a Master’s in Taxation, he’s a Certified Public Accountant (CPA) and Certified Management Accountant (CMA).
Joel has worked across industries like real estate, construction, and professional services. As a member of the CFO Project, he provides business owners with the clarity and strategy they need to grow.
