W. Kalil Smith
440 Monticello Ave., Ste. 1620
Norfolk, VA 23510
Distinctions
- CERTIFIED FINANCIAL PLANNER™ since 2022
- Attends monthly educational, industry conferences and seminars
What Kalil Brings To The Table
- Using the numbers to really make a difference in people’s lives
- Providing reliable, meticulous analysis to help clients feel in control of their finances
- Explaining complex issues as they relate to you personally in a clear, actionable way
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Professional Timeline
Rejoined Wealthway as a Financial Advisor.
Worked remotely for a Financial Services company in Washington D.C.
Earned the CERTIFIED FINANCIAL PLANNER™ designation.
Graduated from the esteemed Financial Planning Program at Virginia Tech and joined the Wealthway Financial Advisors team as Associated Financial Advisor.
Kalil started his career as an Associate Financial Advisor at Wealthway Financial Advisors in 2020. After earning his CERTIFIED FINANCIAL PLANNER™ designation in 2022, Kalil joined a virtual financial planning firm in Washington, D.C. That experience reinforced what he had always believed: meaningful financial planning is built on trust, communication, and genuine personal connection. He returned to Wealthway Financial Advisors in 2023, bringing a fresh perspective and a deep commitment to helping clients make informed financial decisions.
In 2026, Kalil earned a Master of Science in Personal Financial Planning from Kansas State University, further deepening his expertise in the behavioral and personal sides of financial planning. His graduate studies explored how people’s values, experiences, emotions, and behaviors influence the financial decisions they make. This perspective shapes the way he works with clients today, recognizing that a successful financial plan is not simply about finding the right numbers, but about understanding the person behind them and creating strategies that work in real life.
As Lead Advisor at Wealthway Financial Advisors, Kalil specializes in comprehensive financial planning for professionals, families, pre-retirees, and retirees. Whether helping clients prepare for retirement, navigate a major life transition, or answer complex financial questions, his goal is to provide clarity, confidence, and peace of mind.
When he’s not working with clients, Kalil enjoys discovering new music, exploring the night sky through his telescope, and relaxing with a craft beer from a local brewery. A dedicated football fan, he spends fall weekends cheering on the Carolina Panthers and Virginia Tech Hokies. He believes some of life’s best moments come from shared experiences and meaningful conversations, which is the same philosophy he brings to every client relationship.
Growing up, I had a knack for numbers and was fascinated with how math can be used to solve everyday problems. I saw the opportunity to couple this interest with my passion for helping others in a career in financial planning. The relief on someone’s face after telling them that they have reached the point where work becomes optional and they can retire and comfortably maintain their lifestyle is what makes this profession so rewarding. Beyond just a rate of return, I work with the Wealthway team to help families grow their net worth and provide financial clarity and peace of mind.
We believe clients are best served by a team of experts, not by one individual.
Learn more about the team members that make Wealthway the Premier Financial Planning Firm in Hampton Roads.
