Broker Check



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...

Read more

Brian Padrick, a Southern California native, enjoyed growing up in the Conejo Valley and went to Oak Park High School. He graduated Cum Laude from UCLA in 1993, and an interest in investing quickly followed. After doing an internship...

Read more

Brandon M. Smith

Investment Advisor Representative



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...

Read more

Kimberly Clay is the Office Manager with Lifetime Planning. She began work with Lifetime Planning as the Administrative Assistant in 2005. After several years working in the financial industry as an administrative assistant, Kimberly...

Read more

Hi, I am Carol Morgan and I'm looking forward to getting to know you and working with everyone at Lifetime Planning. I have over 36 years' experience in the banking, insurance and financial services industry. I really enjoy working...

Read more

Jessica Anseth is an office assistant at Lifetime Planning. She began working with Lifetime Planning in 2018 and has over 10 years’ experience in the banking industry. She’s working on becoming a financial advisor....

Read more