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

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.