
Financial Strategy
Planning for Uncertainty: Financial Strategy in a Volatile Market
Planning for uncertainty: financial strategy in a volatile market means building a plan that can handle fast shifts in trends and prices. Markets dart this

Planning for uncertainty: financial strategy in a volatile market means building a plan that can handle fast shifts in trends and prices. Markets dart this
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.


