Perspective Wealth Partners
Jessica Smith, CPA, CFP®, is a skilled Financial Advisor at Perspective Wealth Partners since January 2022, bringing a wealth of experience in financial planning and taxation. Previously, Jessica served as a Beneficiary Financial Counselor at American Tax and Financial Planning and worked as a Financial Planning Intern at Mana Financial Life Design. Jessica began their career as a Tax Associate at Tronconi Segarra & Associates LLP and gained expertise as a Funding Specialist at Hickman Land Title Company, managing funding processes for real estate transactions. Early experiences include a Store Executive Intern role at Target and a Human Resources Intern position at EK USA Inc, with additional experience in marketing and sales. Jessica holds a Master of Accountancy from Boise State University and a Bachelor of Science in Accounting from Utah State University.
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Perspective Wealth Partners
Perspective Wealth Partners (PWP) is a fee-only SEC-registered RIA, located in Boise, Idaho. PWP offers clients a wealth management experience that allows them to relax and be confident in achieving their intentions. In tandem with a first-rate wealth management experience we are also purposeful about helping our clients live meaningful lives – thereby being a trusted thought-partner in non-financial areas. As a fiduciary to our clients, PWP is legally obligated to provide investment portfolio management and financial planning in clients best interest without selling any products or receiving commissions. We are obsessive about the value we create for our clients and the delightful experience we deliver to them. Since we began to measure it, our client Net Promoter Score (NPS) has averaged 94. PWP is an Equal Opportunity Employer. We support diversity in the workplace and embrace diversity in the clients we serve.