About Joff Smith

Joff is a CERTIFIED FINANCIAL PLANNER™ professional who has been working with individuals and businesses in the area for over 16 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.
- Elected as a Corporator of the Worcester Art Museum.
- 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.
- Member of the Financial Services Institute.
- 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
- Qualifying member of the Million Dollar Round Table.
- 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.