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

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

Chief Executive Officer, CERTIFIED FINANCIAL PLANNER™

(508) 749-0358

joff@joffreysmith.com

Joff is an independent CERTIFIED FINANCIAL PLANNER™ professional who has been working with individuals and businesses in the area for over 20 years.

Industry Registrations, Licenses & Designations

  • Has Series 65 registration held through Joffrey Smith Financial Group
  • Has Series 6, 7, and 63 registrations
  • Life, Accident & Health insurance 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

Education

  • Master of Business Administration (MBA) from Cornell University
  • Degree with Distinction earned for being in the top 10% of class
  • Master of Business Administration (MBA) from Queen's University
  • Certificate in FinTech from Cornell University
  • Bachelor of Science in Business Administration from University of Hartford
  • 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
  • President of the Estate & Business Planning Council of Worcester County
  • Elected as a Corporator of the Worcester Art Museum
  • Co-Chair of the Worcester Art Museum Business Partner Committee
  • Board member of the Downtown Worcester Business Improvement District (BID)
  • 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 Worcester Economic Club 
  • Member of the Financial Services Institute
  • Helped organize and host Karaoke for a Cure charity event to benefit cancer research
  • Board member 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
  • Board member 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 Top of the Table of the Million Dollar Round Table, of which less than 1% of financial advisors worldwide qualify.
  • Recipient of the prestigious 40 under Forty award by the Worcester Business Journal.*
  • Selected as one of the Top 25 To Watch by Pulse Magazine.*
  • Played Division 1 baseball at the University of Hartford.

    *40 under Forty honorees nominated by readers and selected by a Worcester Business Journal panel of judges. Top 25 to Watch honorees selected by Pulse Magazine as examples of diligence, strength and drive that can inspire.