James Smith, CFP®
Financial Advisor
James Smith is an advisor at Aspen Capital Management helping clients maximize their resources through intentional financial planning and implementing tax efficient strategies. James’ overarching goal is to assist clients throughout their lives to accumulate wealth, preserve their resources, and efficiently transfer their assets. He enjoys educating clients on complex financial topics and helping them make informed decisions to push them closer to their financial goals.
James began his career with a fee-only financial planning firm in South Florida working with individuals of all ages and across the wealth spectrum. He then joined an independent, fee-only wealth management firm in New York that specialized in retirement planning and creating low-cost, tax efficient portfolios. Prior to his professional career, he graduated Summa Cum Laude from Utah State University in Finance and Information Systems. James has also achieved the Certified Financial Planner designation, which is the industry’s most well-respected designation.
James spent 2 years in Buenos Aires, Argentina as a service missionary, where he developed a strong interest in Latin America culture and became fluent in Spanish. James and his wife Jessica love to spend time with their son Beckham, who joined the Smith family in 2022. Personally, James enjoys investing in real estate and has done multiple major house flips in different states. He also loves exploring foreign countries and getting outside in the beautiful state of Idaho. If it is football or basketball season, you can be sure James is cheering on the Buffalo Bills or Utah State Aggies.
To contact James, email james@aspencapitalmgmt.com or click HERE