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
Key Takeaways: Did you know that many Americans have small amounts saved for retirement, and need to save more for their children? It’s a startling
Key Takeaways: Struggling to navigate your financial landscape? You’re not alone. Many individuals find themselves grappling with critical financial problems, from budgeting woes to investment
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.
