Title: Founder and Chief Executive Officer
Company: CapitalSmith
Location: Irvine, California, United States
Kelly Russlee Smith Sr., founder and chief executive officer, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in the field of finances.
With more than two decades of experience to his credit, Mr. Smith has cultivated a fulfilling career as a business manager and financial expert. In 2002, he founded CapitalSmith, his own financial and insurance services firm based in Irvine, California, where he continues to serve as the chief executive officer. As a leader within his company, Mr. Smith specializes in assisting other businesses with limiting their tax liabilities, in addition to aiding business owners in maintaining and positioning their profits. To remain aware of developments in his industry, he also maintains his membership in the National Association of Insurance and Financial Advisors, the Society of Financial Planners and the National Center for Employee Ownership.
As part of his vocational journey, Mr. Smith pursued a formal education. He originally earned a bachelor’s degree in marketing and finance, with a minor in economics and accounting, at California State University, Long Beach in 1974. Likewise, he holds a Juris Doctor from Haven University. To commemorate his accomplishments, Mr. Smith has been honored with several accolades, including recognition in the Million Dollar Round Table for many years. Accounting for his achievements, he is particularly proud of his unique financial skillset, and in the coming years, he looks forward to mentoring new employees.
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