Mercer Advisors Logo

CJ Smith

Wealth Advisor

CJ Smith

CFP®, CDFA®

cjsmith@merceradvisors.com

480.421.2660

CJ enjoys helping others to realize their financial goals. She has a depth of knowledge and experience in retirement planning, investment management, small business accounting, tax minimization strategies, estate management and financial planning for high-net-worth individuals and their families. CJ also has a diverse background in several industries, and before beginning her career in wealth management she ran her own company. Prior to joining Mercer Advisors, she was with Rowland Carmichael Advisors, a multigenerational wealth management firm in Scottsdale, Arizona. CJ earned her Bachelor of Science degree in Finance and Certificate of International Business from the W.P. Carey School of Business at Arizona State University. She also is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Divorce Financial Analyst (CDFA® ) and holds a FINRA Series 65 license. Outside of work, CJ enjoys spending time with her family, camping, flying as a private pilot, riding motorcycles and mountain biking.

Scottsdale

7033 East Greenway Parkway
Suite 290
Scottsdale, Arizona 85254

Visit Office
Back to search
Why not get in touch?

Learn more about connecting the dots of your financial life.

Call Today

888.565.1681
888.565.1681

Request Call

Let's Talk

Schedule Call

Choose Time

Let’s Connect Your Dots

888.565.1681

HOW WE WORK

Wealth Path
Ascend Group

Financial Planning
Investment Management
Tax Planning
Estate Planning
Insurance Solutions
Trustee Services

Business Retirement Plans
Endowments & Foundations

FIND AN ADVISOR

Locations
Advisor Directory

INSIGHTS

MEDIA

NEWSROOM

PARTNER WITH US
CAREERS

CLIENT LOGIN

Investment Accounts
Financial Planning Portal
Aspire Retirement Plan Portal

CONTACT US

Follow Us
Linkedin Twitter Facebook Instagram Apple

All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Terms & Conditions | Privacy and Security Center | Firm Brochure Adv Part 2A | Form CRS.

©2023 Mercer Global Advisors Inc. All rights reserved.

If you have questions related to our terms and conditions please email [privacy (at) merceradvisors (dot) com]. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.