James Smith, CFP®
Financial Advisor
As an advisor at Aspen Capital Management, James Smith is dedicated to helping families clarify their financial and personal goals. He believes that understanding what drives clients—beyond just the numbers—allows for more effective financial planning. By uncovering these motivations, James crafts tailored financial plans that efficiently guide clients toward their goals.
With specialized expertise in navigating complex stock compensation benefits, strategic Social Security claiming, and lifetime tax optimization, James is committed to demystifying financial intricacies. He aims to empower clients with the knowledge they need to make informed decisions that bring them closer to their aspirations.
James' experience spans roles at a financial planning firm in South Florida and a boutique wealth management firm in New York. Through these positions, he gained valuable experience in retirement planning and developing low-cost, tax-efficient portfolios. James has achieved the Certified Financial Planner designation, which is the industry’s most well-respected designation for an advisor. Prior to his professional career, he graduated Summa Cum Laude from Utah State University with degrees in Finance and Information Systems.
Living in Meridian with his wife, Jessica, and their two energetic boys, Beckham and Lincoln, James values family time and the joys of parenthood. He enjoys exploring new countries and the stunning landscapes of Idaho. Among his most memorable adventures are bungee jumping from one of the world’s highest commercial bridges in South Africa (709 ft) and road-tripping across the two islands of New Zealand. He also treasures his experiences in Singapore, Argentina, and Colombia, which were equally rewarding in their own ways. A big sports enthusiast, he is always cheering for the Buffalo Bills and the Utah State Aggies!
To contact James, email james@aspencapitalmgmt.com or click HERE