
Financial Advisement
Women And Financial Advisement: Empowering Financial Independence
Key Takeaways: In today’s world, women are taking charge of their financial futures and living more than ever before. The historical context of women and

Key Takeaways: In today’s world, women are taking charge of their financial futures and living more than ever before. The historical context of women and
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.


