“I view money as a tool that can help build your retirement, your dream home, or your legacy. I want to help clients see what is in their toolbox, and which tools they can best utilize to build their financial dreams.”
CJ Smith earned her Bachelor of Finance degree and Certificate of International Business in 2005 from Arizona State University. After graduation, she traveled the United States while working in the motorcycle industry. CJ then launched her own company in Chandler and Phoenix, successfully operating it for seven years before joining Rowland Carmichael.
An Arizona native with an entrepreneurial spirit, CJ is an avid motorcyclist, bicyclist, world traveler and private pilot.
WHY I BECAME A WEALTH MANAGER
“When my father passed during my second year of college, I managed his estate. I experienced firsthand how finances can complicate delicate family ties, and that valuable life experience convinced me that financial expertise is important for everyone. Financial issues can often seem daunting and stressful. As a wealth manager I strive to bring clarity to the investment process and lighten the weight of financial concerns, showing investors how their financial ‘tools’ can be used most effectively.”
HOW I AM DIFFERENT FROM OTHER WEALTH MANAGERS
“Through personal experience in developing the financial framework for an estate, as well as experience in establishing a successful business expansion, I am often able to see the bigger picture and how pieces are assembled and utilized to accomplish my clients’ goals. In identifying their financial concerns, I seek to collaborate with my clients at a deep level; I work hard to understand their expectations, commit to their investment objectives, and tailor my efforts to their unique situation and values.”
WHAT I MOST ENJOY ABOUT MY WORK
“I enjoy helping people build a path to achieve their financial goals. Working with clients to design their financial toolbox is a privilege, and I am excited for the opportunity to help contribute to their success as a member of the Rowland Carmichael team.”