Josh brings 20 years of portfolio management, trading, and derivatives experience to Capital Wealth Planning, LLC. Josh joined CWP in 2011. He is the Chief Investment Officer (CIO), who is responsible for the oversight and management of the firm’s investment strategies. Prior to joining CWP, Josh spent 6 years with First Financial Capital Advisors, the internal asset management arm of First Financial Bank. While at First Financial Capital Advisors, Josh oversaw roughly $500 million in assets as the lead portfolio manager for the International Global Focused SMA and the Pure Equity SMA, both strategies employed covered call programs to enhance yield and cover fees. Josh also served as co-p


Josh Smith
Chief Investment Officer
Capital Wealth Planning LLC
United States, Florida, Naples
About Me
Profile Information
Chief Investment Officer
Capital Wealth Planning LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Naples
Florida
United States
Aug 5, 2025
More profiles to browse
KS
Kevin Simpson
Founder and Chief Executive Officer
KC
Kenneth Coffman
Managing Director
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)