Our Team

 

Mark Smith – Owner/President

As Owner and President of Mark Smith Financial Services, Mark is also the principal investment manager and financial advisor.  Mark’s journey into Finance began shortly after graduating from California State University, Northridge and becoming a Certified Public Accountant.  In 1978, he opened and co-owned his first Accounting firm.  A short decade later, Mark began a new adventure; becoming the sole owner and president of Mark Smith CPA.  He has delivered accounting, tax planning and preparation, and financial planning services from this firm, ever since.  

He was awarded the designation of Personal Financial Specialist (PFS) from the American Institute of Certified Public Accountants (AICPA) in 1995, after meeting their rigorous qualifications of financial planning experience and passing a comprehensive examination testing knowledge in all areas of financial planning.  In 1997 Mark formed the registered investment advisory firm, Mark Smith Financial Services and began providing investment management services. 

With 2 successful businesses under his belt, Mark is obviously quite busy.  You can even find him reading finance articles on his days off.  To truly relax, though, he loves working in his garden or teeing off at the golf course.  His biggest joy comes from being with his family, which include his lovely wife of 46 years, 4 children, their significant others, 4 grandchildren and let’s not forget about Bodhi, his sweet Chihuahua.  

 

Janice Canepa

Janice is as good as family, having initially joined Mark’s CPA team almost 20 years ago.  Continuing to use her tax and accounting expertise, Janice has become integral to Mark’s Financial Service practice; contributing to the tax planning aspects of investment strategies.   Additionally, she supports the firm as chief liaison to Charles Schwab, and assists Mark with rebalancing portfolios to the agreed upon asset allocations developed using our client strategies.  Janice came to us with a Bachelor’s degree in Accounting from California Lutheran University and over a decade’s experience in the Accounting field.

There’s no doubt she’s a dedicated and hardworking member of our team.  Even on Saturdays, you’ll often find her working to ensure every “i” is dotted and “t” is crossed for our clients.   However, make no mistake.  Janice knows how to enjoy her time away from the office.  She and her husband love cheering on their daughter on the soccer field.  And as a family, they enjoy hiking, sitting by a campfire, boating and skiing.   

 

Travis Smith

Travis joined the family business in 1999.  He began in an entry level position, but after years and long hours spent proving his dedication, he’s worked his way up to his current position as Senior Accountant.  As part of the tax assistance he provides financial clients, Travis performs tax projections when significant portfolio activities take place. Travis has probably learned more facets of the business than anybody.  Throughout his 18 years he’s worked as Customer Service, Bookkeeper, Office Manager, Accounts Payable and so on. In addition to his broad experience, Travis has completed the H&R Block tax preparer training program and is currently working toward becoming an Enrolled Agent.

In addition to being an integral part of the business, Travis is also Mark Smith’s son.  He’s learned a lot from his father over the years. The clients Travis works with consider him to be a kind, attentive and responsive member of the team.  When he’s not at work, or at the bowling alley, he’s spending time with his wife, Veronica (the Office Manager) of 11 years. They love doing everything together.  They travel as often as possible, and also love hiking, relaxing with a good book or television show.