Steve Smartt has been assisting investors for over 30 years. He started his career in the financial services industry as an advisor working successfully with high net worth individuals and business owners. With Steve’s success it moved him to a leadership role with two national firms where he helped grow three different offices to a premier position in their financial communities. During his time in a leadership role, Steve missed assisting individuals and business owners. He left the national firm and later founded Smartt Wealth Solutions, LLC.
A graduate from Brigham Young University, Steve earned a bachelors degree in Financial and Estate Planning. Steve has lectured across the country on financial topics and complex estate planning concepts to several national corporations as well as the general public. Steve also taught the CFP® preparation courses through the University of Phoenix in the Salt Lake City area to help other planners achieve a higher level of professionalism.
Steve grew up in Utah and relocated with his family to the Phoenix Metro area in 2001. Steve, his wife Marilyn and five of their six children, and his nine grandchildren now live in the Phoenix valley. Steve enjoys spending time golfing and traveling.