Marjorie F. Smith, CFP®
As a Wealth Advisor and Certified Financial Planner (CFP®) with Pacific Wealth Management, I work with our team of seasoned financial experts to protect and grow clients’ wealth. It is rewarding for me to see the calm my clients experience when we design a financial plan that prioritizes their concerns and lays a clear path toward the achievement of their financial goals.
Before becoming a financial professional, I taught high school and college English. I earned my undergraduate degree from Washington and Lee University and a Master’s degree in British Literature from the University of Virginia. I have passed the FINRA Series 65 examination and hold a Life and Disability insurance license from the state of California.
I love spending time with my daughter and twin sons, who are all in high school. I enjoy my daily runs on the beach and am always trying to read more non-financial literature in my spare time.