Broker Check

Professional Experience

Bret Smith


Chief Executive Officer

Contact Me

  • 40+ years as Financial Advisor


  • Bachelor’s degree from the University of South Florida

  • Master of Science in Financial Services from American College

  • FINRA Registrations 7, 63, 65, 24

  • Florida Insurance License

About Me

I am a dedicated CERTIFIED FINANCIAL PLANNER™ with a passion for helping individuals and families achieve their financial goals. With over four decades of experience in the financial services industry, I have had the privilege of guiding clients through various market cycles, providing them with personalized strategies to secure their financial futures.

I reside in Lutz, Florida, with my wife, Carla. I enjoy hunting, fishing, kayaking, and boating in my free time. I also actively contribute to the NRA Firearms Institution, providing firearm instruction promoting safety and responsible gun ownership.

Carla and I have three grown children and have been blessed with seven beautiful grandchildren.  Faith has always been a cornerstone of our lives. We are actively involved in our local church, Creekside, where we find solace, strength, and a sense of community. Our faith has instilled in us an unwavering commitment to giving back and making a positive impact on the lives of others.

Are We a Good Fit?

I believe that a successful financial plan goes beyond just numbers; it is about understanding each client's unique aspirations and dreams. At West Coast Financial Group, we are committed to building lasting relationships and delivering personalized strategies that align with our client's objectives.

Next Steps

It would be an honor to join you on your financial journey and help you navigate the path to a secure and prosperous future. Please feel free to reach out to my team at West Coast Financial Group for any financial planning needs or questions you may have. Together, we can turn your financial goals into a reality.

Have a Question?

Thank you!