Max W. Smith, CFP®, CIMA®
Chairman
Investment Advisor Representative
Max W. Smith, CFP®, CIMA®, as the Chairman of Hillspring Financial, Inc., sees his role to be one of helping people plan properly for their retirement so they can do the things they’ve always dreamed of. With his significant experience counseling individuals and groups, regarding ways to help control family financial security, he is able to help his clients gain financial stability in a volatile world. This is especially important to the many clients who have experienced major life changes including retirement, divorce, or the loss of a spouse.
For Max Smith, helping people make a smooth transition to retirement and then to navigate safely through their retirement years is very rewarding work. Max enjoys seeing the peace of mind that comes over his clients as they implement the strategies that help them meet their financial objectives.
Max is a Certified Financial PlannerTM (CFP®) and as such agrees to abide by high standards of professional conduct and client service. Max graduated from Utah State University with a Bachelor of Science degree in 1971 and is a Certified Investment Management Analyst, (CIMA®), which he earned from the Investment Management Consultants Association.
His firm, Hillspring Financial, Inc., is a Registered Investment Advisory Firm. Max is a registered investment advisor representative of his firm.
Max enjoys teaching and has taught many courses and seminars on various subjects in the areas of retirement planning, investment management and wealth management. This includes workshops co-sponsored by Utah Valley State College and classes for CPA’s qualifying for continuing education credit through the Arizona State Board of Accountancy. He was also a platform speaker for the annual convention of the Beneficial Life Insurance Company and for the annual convention of the Maricopa Habitat for Humanity. He has also taught classes for the Financial Planning course at the request of the Life Underwriters Training council.
Max is deeply involved in church affairs and has always enjoyed serving in the community. He has worked on various committees for Kiwanis and was a member of their board of directors. He has served on the Resource Development Committee of Habitat for Humanity of the West Valley and is a past member of their board of directors.
Max welcomed the chance to begin his formal training at Brigham Young University where he met his wife of 45 years, Marilynn. Immediately following his two-year mission to the Southern States, they were married and now have 5 grown children and 19 grandchildren. In his off-time he enjoys putting on his gloves and working in his yard.