Timothy L. Smith, CFP
CFP®, Wealth Strategist, Financial Educator and Podcast Host
Timothy L. Smith, CFP Podcast Episodes
Awakened Titans Podcast - Lily Patrascu
Savvy Investing With High Returns And Lower Risk - Timothy L. Smith and Lily Patrascu
July 26, 2025
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About this episode
Multimillionaire Wealth Advisor Shares How To Do Savvy Investing With High Returns And Lower Risk - Timothy L. Smith and Lily Patrascu
Timothy Smith manages between $3 to $10 million in assets per client and oversees a firm with over 100 advisors across 35 U.S. states generating eight figures in business. He specializes in helping conservative investors—primarily over the age of 55—achieve market or better returns with lower risk using structured notes and customized structured positions. Tim’s strategy reduces downside exposure while retaining upside potential, making it ideal for those seeking protection without sacrificing growth. As the founder of Aurora Private Wealth and host of the Financial Dad podcast, he focuses on aligning wealth with purpose and long-term financial security.
About The Guest
Timothy L. Smith, CFP®, is a mission-driven wealth advisor, author, and the founder of Aurora Private Wealth. With over two decades of experience helping high-earning creatives, influencers, and entrepreneurs grow, protect, and align their wealth with their purpose, Tim brings a fresh perspective to financial success. He's also the co-host of The Financial Dad podcast, where he champions financial literacy, exposes fraud in the industry, and empowers clients to invest with intention. Tim blends traditional financial wisdom with a transformative, values-based approach to help clients build legacies, not just portfolios.
