Breanne Smith, CFP®, CRPC®
Wealth Manager
Breanne Smith joined Focus Wealth Partners, the family business, in 2020 as a Wealth Manager. Along with the Focus Wealth Partners Team, Breanne is passionate about helping individuals and families pursue their long-term financial goals through personalized strategies. With a focus on investment management, retirement planning, and college planning, she provides tailored guidance to navigate complex financial situations towards achieving a client’s goals and objectives.
Breanne is a California native who graduated from California State Polytechnic University, Pomona with an Industrial Engineering degree. The analytical skill set developed as an Industrial Engineer provided a solid foundation for a career in financial services. She and her husband, Kyle, and their two dogs, Charming and Riley, own a home in the Inland Empire. When not working, Breanne enjoys traveling and exploring various wine regions with Kyle.
Breanne has completed rigorous education to become a CERTIFIED FINANCIAL PLANNER® professional and receive her Chartered Retirement Planning Counselor (CRPC®) designation. Breanne is a registered investment professional who holds the Series 7 and 66 securities registrations through LPL Financial.
Chartered Retirement Planning Counselor (CRPC) conferred by College for Financial Planning.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.