The Team
Academy Advisors
Owning a business can be a dream come true, but it can also create unique personal financial considerations. With our experience helping small business owners with ongoing advice, we help our clients consider tax strategies, employee benefit and retirement plans, insurance and protection plans, business valuation and succession planning. Using our exclusive Confident Retirement® approach, we work together to put a plan in place to help them make more confident financial decisions for themselves and their business, today and for the future.

Our Advisors

Chuck Smith

Chuck Smith

Private Wealth Advisor

More about me...

Contact

Chuck.Smith@ampf.com

480.545.8390

Designations

MBA, CFP®, CLU®, ChFC®, CPA

Top Areas of Focus

  • Small Business
  • Tax Planning Strategies
  • Retirement Planning Strategies

Education

Brigham Young University; Provo, UT, Bachelor of Arts, University of Rochester; New York, Master of Business Administration
CA Insurance #0E60376 AR License #2896479

VISIT MY WEBSITE

Our Staff

Erika Barbosa

Erika Barbosa

Client Service Associate
Travis Carlisle

Travis Carlisle

Registered Client Service Associate