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About Us

We make the <br/>complex, <strong>Simple</strong>

We make the
complex, Simple

Our Orlando and Lake Nona advisors bring decades of combined experience and specialized expertise to help you achieve your financial goals.

Coordinate on your behalf

We create strategies that are tailored to your needs and goals.

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Simplify your wealth

Years of experience have prepared us to guide you through your life transitions.

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Help secure your future

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Meet the team

Razell Smart

Razell Smart

Founder & Senior Wealth Advisor

Razell founded Smart Financial Planning to provide high-level, personalized planning for individuals and families. His approach balances growth, protection, and long-term impact—making financial planning feel empowering, not...
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Vince Gallegos

Vince Gallegos

Client Services / Associate Wealth Advisor

Vince has been helping clients pursue their financial goals since 2021, with a special focus on business owners. His calm, service-first approach translates complex financial concepts into clear, actionable strategies. Vince's...

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Kelvin Mobley

Kelvin Mobley

Wealth & Asset Protection Specialist

Kelvin brings a grounded, entrepreneurial perspective to asset protection and wealth-building. His practical, proactive approach helps clients shield their legacy and maximize peace of mind—creating freedom both financially and...
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Joseph Schreiner

Joseph Schreiner, CEPA

Senior Financial Advisor

Joseph brings deep empathy and personal experience to financial planning. After experiencing the loss of his father, he felt a powerful calling to provide the kind of guidance and support families need during life's most important...
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EJ Leonard

EJ Leonard

Senior Wealth Advisor

EJ brings analytical clarity and a forward-looking mindset from his sports analytics background to financial planning. He focuses on helping individuals and families understand their options clearly and make decisions that support a...
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Moisés Alou Jr.

Moisés Alou Jr.

Senior Wealth Advisor

Moises@thesmartfinancialplan.com

Moisés Alou Jr. is a Senior Wealth Advisor with over half a decade of experience, Moisés specializes in serving professional athletes and business owners. Moisés provides a unique approach to wealth management drawing from over a half...
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Wesley Wilson

Wesley Wilson

Financial Professional

Wesley@thesmartfinancialplan.com

Wesley is a dedicated financial professional committed to helping individuals and families pursue long-term financial confidence through personalized investment and retirement planning. With a client-first approach and a passion for...
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Get Started today

Take the first step toward financial clarity and strategic growth with a personalized approach.

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