The Team

THE MCNAUGHTON SMITH GROUP

We work with our clients to design a personal financial plan around their life goals. This strategy focuses on helping you feel more prepared to manage your financial objectives. It is designed to provide solutions to both everyday and long-term financial goals, and is personalized to meet the needs of high net worth individuals and small business owners.

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Advisors

Patrick Mc Naughton II

Patrick Mc Naughton II

Financial Advisor


patrick.j.mcnaughton@ampf.com

858.552.8400

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Designations

CFP®, MSFS, ChFC®, CLU®, AAMS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

American College, Master of Science in Financial Services, SDSU, Bachelor of Science in Financial Services
CA Insurance #0D27145

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Philip E Smith

Philip E Smith

Financial Advisor


philip.e.smith@ampf.com

858.552.8400

More about me...

Designations

CFP®, ChFC®, MSFS

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Education

Master of Science, Financial Services, American College, Bachelor of Science, Business Administration, Finance, PLNU
CA Insurance #0D06130

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Staff

Allison George

Allison George

Client Service Manager


858.552.8400

allison.s.george@ampf.com

Rachel Boettner

Rachel Boettner

Executive Assistant


858.552.8400

rachel.boettner@ampf.com

Office Detail

Hours:
8 a.m. - 4:30 p.m.
8 a.m. - 4:30 p.m.
8 a.m. - 4:30 p.m.
8 a.m. - 4:30 p.m.
8 a.m. - 4:30 p.m.