Meet The Expert

Justin Dean Smith

CAP®, CFA®, CFP®

Financial Advisor
Member Owner at Savant Wealth Management
[email protected]
480-470-2775

Justin specializes in helping executives and successful professionals create a tax-smart plan for their next chapter. Whether they wish to stay in the corporate arena, retire, or blur the lines in pursuit of the best of both worlds, we explore what’s possible, create a plan, and strive to minimize taxes in the process.

Justin has been involved in the wealth management industry since 2005. Justin earned a bachelor of business administration degree with a concentration in finance from the University of Michigan Ross School of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Chartered Advisor in Philanthropy® (CAP®) and the Chartered Financial Analyst® (CFA®) designations. He is a frequent speaker on tax-smart retirement planning.