Team

Exploring Possibilities

Gregg Smith, the founder for CFS Wealth Advisors, has traveled widely in his lifetime. His inquiring mind and natural curiosity has led him from Sacramento to the ancient lands of Israel, from the Alaskan frontier to the lakes and mountains of Chile.

It has also guided his career. As a financial advisor, he digs deeper to find the most appropriate investment strategies for his clients. And no matter where he goes, time-honored values, principles and the Golden Rule always keep him and his advisors grounded to what is truly important in life.

Experience You Can Trust

When your life savings are at stake, you need advice you can trust. Gregg is a graduate of Brigham Young University and earned an MBA degree from Golden Gate University, earning the Outstanding Graduate Award in the MBA Financial Planning program. As a Certified Financial Planner professional, he went on to start his own financial planning business - he now has over a 35 years of experience helping people to realize their retirement dreams. Gregg and his associates build relationships that last a lifetime, and he wants the opportunity to help you achieve your retirement dreams.