Current Position:
Principal at Balanced Strategies, LLCExperience:
29 yearsLocation:
San Diego Metropolitan Area, United StatesAug 2005 - Current
Sep 2005 - Current
Jun 2005 - Current
Jun 2023 - Current
Jan 2024 - Current
Jan 2003 - Jan 2005
Jan 1998 - Jan 2003
Jan 1996 - Jan 1998
B.A./B.S. at University of Oregon
Name: Balanced Strategies, LLC
Speciality: Ultra High Net Worth Case Design, Multigenerational Wealth Transfer Strategies, Estate Planning Financial & Efficiency Analysis, Premium Financing
Location: Solana Beach, CA, CA, United States
Employees: 1-10
Description: Balanced Strategies is an insurance consulting firm providing specialized services to advisors that work closely with high net worth families. We collaborate with advisors to explo...
What is Justin Smith's minimum period of employment in the companies?
Justin Smith's minimum period of employment in various companies is 2 years.What is Justin Smith's average duration of employment for different companies?
On average, Justin Smith works for one company for 3 yearsWhat industries has Justin Smith worked in?
Justin Smith works in the Insurance. Previously, Justin Smith worked in the Financial Services.What positions has Justin Smith held before?
Previously, Justin Smith worked as a Principal, and Head of AdvantagePoint, and President, and National Account Sales Executive, and National Practice Consultant.How do I contact Justin Smith?
Justin Smith's email address is s*****j@balstrat.com, phone number is +1-***-***-3863. Sign up to get contact details.Who are Justin Smith's peers at other companies?
Justin Smith's peers at other companies are Brian Rafuse and Chris Hall and Bill SladeFind email for 850M+ professionals