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Menlo Park, CA

Jayne Smith

CFA

Senior Wealth Advisor

1550 El Camino Real, Suite 100
Menlo Park, CA 94025

Jayne Smith Headshot

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Jayne Smith Headshot

Professional Certifications

  • CFA – Chartered Financial Analyst

About Jayne

With more than 30 years of experience in the wealth advisory industry, Jayne specializes in delivering comprehensive wealth planning and investment strategies tailored to each client's needs. Jayne is passionate about building lasting relationships, takes the time to truly understand her clients' goals, and guides clients towards achieving financial success. 

Prior to joining Focus, Jayne was Principal and Wealth Advisor at Adero Partners, where she served on the Investment Committee, led the Sustainable and Values Based Investing sub-committee and helped launch the Adero Women's Network. 

Outside the office, Jayne believes in giving back to her community, having spent many years on the board of her local school district foundation, and is still passionate about bringing well-rounded educational opportunities to every student. She spends her free time with family and friends and loves travel, sporting events, and trying new restaurants.

Education and Professional Milestones

-University of California, Santa Barbara - bachelor’s degree in business economics
 

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