> William Smith

William Smith

  • Advisor Type: CFA, CFP
  • Firm: NewRetirement Advisors
  • Location: Mill Valley, CA
  • Years of Industry Experience: 10


I provide holistic financial planning and investment advice, always acting as a fiduciary, meaning the advice you receive will serve your best interest. My specialty is helping those approaching or newly in retirement to define their goals and plan for reaching those goals. I am an experienced financial services professional, having worked in the securities industry as a Equity Research Analyst and serving individual clients in the mortgage industry. I am a Certified Financial Planner, CFP®, and Chartered Financial Analyst, CFA®.

Areas of Expertise

  • Holistic Financial Planning
  • Investment Advice
  • Reverse Mortgages

States Served ?


Fee Structure ?

  • Fee-only planning

Advisor Licensing ?

Financial Industry Regulatory Authority Securities and Exchange Commission

Not currently registered

Not currently registered

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