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Team

At Lifetime Planning, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis
  • We also can answer your questions, including:

Can I retire early?

  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Eric S. Smith, JD, and CFP® practitioner, received his law degree from Pepperdine University in Malibu in 1997, and his BA from the University of California, San Diego in 1995. He studied in Spain for one year and is conversant in...

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Brandon M. Smith

Investment Advisor Representative

805-987-8938

805-484-3510

Brandon M. Smith is an Investment Advisor Representative with Lifetime Planning, an independent financial planning firm. Brandon has provided I.T. support for over 15 years for Lifetime Planning. After a 20 year career as a corporate...

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Bill Walters

Investment Advisor Representative

805-987-8938

Bill graduated from the United States Naval Academy in 1974. He served in the navy for 13 years as a search and rescue helicopter pilot. He began practicing as a financial planner in 1983.

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Wendy joined our team at Lifetime Planning, Inc. in June 2008 as our administrative assistant. For many years she worked in the medical field but decided to leave that to continue her education, work and pursue other goals. She is a...

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