J

Justin Smith's
email & phone

Current Position:

Principal at Balanced Strategies, LLC

Experience:

29 years

Location:

San Diego Metropolitan Area, United States

How to contact Justin Smith

emails*****j@balstrat.com
phone+1-***-***-3863
LinkedIn
Skype

Work Experience

Principal at Balanced Strategies, LLC

Aug 2005 - Current

Principal at Cavalier Associates

Sep 2005 - Current

Head of AdvantagePoint at Advantage Insurance Network

Jun 2005 - Current

Principal at Aventus Resources, LLC

Jun 2023 - Current

President at Strata Family Office Services, LLC

Jan 2024 - Current

National Account Sales Executive at The Hartford

Jan 2003 - Jan 2005

National Practice Consultant at Unum

Jan 1998 - Jan 2003

Founder at McKenzie Advisor Solutions (Software)

Jan 1996 - Jan 1998

Justin Smith started working in 1996, then the employee has changed 7 companies and 5 jobs. On average, Justin Smith works for one company for 9 years 3 months.

Education

B.A./B.S. at University of Oregon

Current Company Information Balanced Strategies, LLC

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...

Frequently Asked Questions

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 years

What 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 Slade
Not the Justin Smith you were looking for?

Find email for 850M+ professionals

Justin Smith Namesakes

Name
Company
Position
J
Account Manager Northern Ontario
J
Full Stack Software Developer
J
Justin Smith Retail Consulting Services
Consultant
J
National Operations Manager
J
Revlover Films
Production Runner - Diary of an Uber Driver
J
Account Director
J
Geelong earthmoving and Construction
Master Carpenter
J
CoatCert Pty Ltd
Manager
J
Business Development Executive

Similar profiles

Name
Company
Position
B
Annapolis Valley Regional School Board
Principal
C
PlanLand Consulting
Principal
B
NolaPro Canada
Principal
M
M STUDIO
Principal
N
NLX Capital Corp.
Principal
D
Hayden Geo Consultants
Principal

Other employees at Balanced Strategies, LLC

Name
Company
Position
D
Design & Market Intelligence Consultant
A
Sales Design & Support Analyst
BACK TO TOP