Stephen Smith, CPA

Stephen Smith is a seasoned CPA and the Managing Director/Owner at Sundial Virtual Family Office. He has extensive experience in financial management and consulting, which positions him well to lead a firm focused on providing comprehensive financial services to families and individuals.

Professional Background

• Current Role: As the Managing Director at Sundial Virtual Family Office, Smith oversees the strategic direction and operational management of the firm, which specializes in wealth management and family office services.
• Previous Experience: His career includes significant roles in various financial and consulting firms, where he has developed expertise in areas such as financial planning, investment management, and operational efficiency.

Education

Stephen Smith holds a degree in accounting and is a certified public accountant (CPA), which underscores his expertise in financial matters.

Skills and Expertise

• Financial Management: Proficient in managing complex financial portfolios.
• Consulting: Experienced in providing strategic advice to clients regarding their financial health and investment strategies.
• Team Leadership: Known for building high-performance teams within his organizations.

Smith's combination of professional qualifications, leadership skills, and industry experience makes him a valuable asset in the field of family office services.