W. Kalil Smith

CFP®

W. Kalil Smith

CFP®
Kalil started his career as an Associate Financial Advisor at Wealthway Financial Advisors. After earning the CERTIFIED FINANCIAL PLANNER™ designation in June 2022, he joined a virtual financial planning firm in Washington, D.C., realizing the importance of in-person discussions in handling sensitive family financial matters. Kalil returned to Wealthway in 2023 with a renewed perspective, leveraging his expertise to help clients enhance their quality of life through optimal financial planning. As a CERTIFIED FINANCIAL PLANNER™ Professional, he conducts thorough analyses and provides actionable recommendations, specializing in guiding emerging affluent, pre-retirees, and retirees through comprehensive financial planning. Kalil's passion lies in bringing clarity to life's significant financial questions and building meaningful relationships with clients.

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

Schedule A Consultation With Kalil

Professional Timeline

2023

Rejoined Wealthway as a Financial Advisor.

2022-2023

Worked remotely for a Financial Services company in Washington D.C.

2022

Earned the CERTIFIED FINANCIAL PLANNER™ designation.

2020

Graduated from the esteemed Financial Planning Program at Virginia Tech and joined the Wealthway Financial Advisors team as Associated Financial Advisor.

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 clarity and peace of mind.

We believe clients are best served by a team of experts, not by one individual.