Bryon W.  Smith, CFP®

Bryon W. Smith, CFP®

Wealth Management Advisor

Bryon W. Smith, Senior Vice President and IAR with Planned Asset Management, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Wealth Management Advisor with a passion for assisting people in achieving their long-term goals through sound financial planning.  Growing up in Oak Park, CA, he is a Southern California native who has previously worked for UBS Financial Services, Morgan Stanley, and most recently at RBC Wealth Management. Bryon earned his BA in Communication Studies from the California State University at Northridge, holds a Life, Health and Long-term Care insurance license in addition to a Series 3, 7, and 66 securities license.

A veteran of the United States Coast Guard, Bryon enjoys outdoor activities such as fishing and hiking, riding motorcycles, and is an ardent sports fan who is a firm believer in the pursuit of happiness. Bryon remains active in the veteran community through the American Legion Hollywood Post 43, where he currently sits on their Executive board as well as the budget and finance committee after previously serving as the Post’s Finance Officer from 2019 to 2021. He was honored as Legionnaire of the year in 2021. Bryon lives in Agoura Hills, CA with his wife Tess and daughter Hunter Rose. 

*Certified Financial Planners must attain a bachelor’s degree (or higher) from an accredited college or university and have three years of full-time personal financial planning experience or the equivalent part-time experience (2,000 hours equals one year full-time). Certified Financial Planners must also complete a CFP-board registered program, or hold one of the following: CPA, ChFC, Chartered Life Underwriter (CLU), CFA, Ph.D. in business or economics, Doctor of Business Administration, or an Attorney’s License.