Zach Smith

About Zach Smith

What I love most about being a financial planner is helping people navigate complex decisions and feel more confident in their future. Choices made today can have meaningful impacts 20 years down the road, and I believe that the best outcomes happen when there\'s a team of support along that journey. I found Brighton Jones as I was looking for a firm that truly believed in providing comprehensive financial planning. Instead of just managing a portfolio, I wanted to have the resources to be able to help clients with all aspects in their financial world. This is a central part of Brighton Jones’ DNA, dating all the way back to our founding in As we’ve grown, we have continued to add more expertise so we can help clients with any decision they’re facing. This now includes a team of CPAs, real estate advisors, private investment experts, estate planning attorneys, and philanthropic advisors. I am excited to see how this list grows in the future.As a Lead Advisor, I spend most of my day helping drive successful financial outcomes for our clients as their primary point of contact. In 2020, I was given the opportunity to open Brighton Jones’ Palo Alto office, and I am excited to be closer to clients and build out our local team. While we work with individuals and families at all stages of life, our team has a deep level of experience with equity compensation planning (both private and public, covering stock options, RSUs, liquidity events, and more advanced trust structures). We are always looking to find new great teammates and take on a number of new clients each year, so if you’re interested in learning more about Brighton Jones, please don’t hesitate to reach out.

Experience

1. Partner

   Brighton Jones

   Oct 2021 — Present

Education

• University of California, Santa Cruz

  B.A., Economics

• San Francisco State University

  Executive Certificate, Financial Planning

  2014 — 2015