Joffrey A. Smith, CFP®, CLU®, ChFC®, LUTCF, PPC™

CONNECT

Address:

11 Foster St., Suite 200
Worcester, MA 01608

Phone:

508-749-0358

Fax/Other:

508-519-8565

About Joff Smith

Joff is a CERTIFIED FINANCIAL PLANNER™ professional who has been working with individuals and businesses in the area for over 15 years.
 
Industry Registrations, Licenses & Designations
- Has Series 6, 7, 63 registrations held through Securities America
- Has Series 65 registration held through Joffrey Smith Financial Group
- Life, Accident & Health licenses
- Obtained CFP® (CERTIFIED FINANCIAL PLANNER™) designation
  CLU® (Chartered Life Underwriter)
  ChFC® (Chartered Financial Consultant)
  LUTCF (Life Underwriting Training Council Fellow)
  PPC™ (Professional Plan Consultant) designations.
- Investment Advisor Representative, Joffrey Smith Financial Group
- Registered Representative, Securities America
 
Education 
- Graduate of the University of Hartford.
- Bachelor of Science in Business Administration.
- Magna Cum Laude graduate with Major in Economics and Finance, and Minor in Sociology.
- Beta Gamma Sigma member, which is an honor society for the best students in accredited
  business programs.
- Recipient of the Senior Book Award, given to the top senior in the Business School.
 
 Community & Charity Involvement
- Joff was the youngest person to ever get elected to the Worcester City Council at age 24.
- Served 3 two-year terms representing District 1 from Jan. 2006 - Jan. 2012.
- Appointed by the Governor to the Board of Trustees of the State Library of Massachusetts.
- Executive Committee member of the Estate & Business Planning Council of Worcester County
- Organized Joff Smith's Celebrity Auction charity event which raised over $50,000 for
   Worcester area charities.
- Boxed in the Give Kids a Fighting Chance charity boxing events to benefit the Worcester Boys
   and Girls Club.
- Helped organize and host Karaoke for a Cure charity event to benefit cancer research.
- On the Board of the Masonic Angel Fund charity which provides financial assistance to
   children in need at local schools.
- Steering Committee member of the Worcester Tree Initiative.
- Danced in Salsa with Worcester Stars charity event to benefit Centro Las Americas.
- On the Board of the Hourglass Foundation.
- Served on the Board of Worcester Comprehensive Education & Care, Inc.
- Volunteered to help coach Little League baseball teams.
- Volunteered to help with Special Olympics.
 
Honors
- 2006 Recipient of prestigious 40 under Forty award by the Worcester Business Journal.*
- Selected as one of the Top 25 To Watch by Pulse Magazine in 2005.*
- Played Division 1 baseball at the University of Hartford.
 
*40 under Forty honorees nominated by readers and selected by a Worcestor Business Journal panel of judges. Top 25 to Watch honorees selected by Pulse Magazine as examples of diligence, strength and drive that can inspire.
 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck