THEPARTNERS Difference
Our executive team partners with each advisory practice to help them discover what the best structure may be to help them meet their goals and best serve their clients.
THEPARTNERS is Fiduciary Focus First. While providing investment platforms and technology to advisors is an important aspect of f3Logic, the experienced executive team also works closely with each firm to provide support in all facets of an advisory business.
From initial planning to technology and compliance, The Partners have the resources required to build a sturdy advisory structure and maintain it over time.
Our Executive Team
Bart Cutino
In early 2007, after years of both sustained success and increased business growth as general manager of his family-owned restaurant (the legendary, Cannery Row flagship ”Sardine Factory”), Bart decided to follow his entrepreneurial spirit and utilize his experience to consult and advise both individuals and families in the areas of wealth management and life insurance. As an associate wealth advisor with NCW Group (a local independent firm), Bart quickly built a reputation with the firm’s new and existing clients as a dependable relationship manager, helping individuals and their families manage, protect, grow and enjoy their wealth. His commitment to extraordinary customer service along with his participation in multiple businesses provided great training in the world of investment, estate and tax planning for highly appreciated business and real estate assets. During his six years with NCW Group, Bart gained tremendous life insurance planning expertise and now with Central Coast Financial Management, specializes in determining suitability, coverage needs, product flexibility and seamlessly working through sophisticated estate and business life insurance cases.
Bart is a lifelong Monterey resident and a third generation native. His lifelong outside business passion, in which he has become recognized as one of the leading field contributors, is his research efforts throughout the Pacific Northwest attempting to establish the existence of bipedal North American primates (Sasquatches), which are currently “unrecognized” by the science community. Bart frequently lectures on the subject to local rotary clubs, is a member of many organizations, and has made several documentary and television appearances, including Animal Planet’s “Finding Bigfoot” series. When Bart is not consulting with clients or in the mountains searching for sasquatches, he and his wife Kim are raising their beautiful young children, Bella & Tony. What’s left of Bart’s spare time goes towards researching historic cold cases, criminal psychology, and is a die-hard fan of the Toronto Blue Jays, Miami Dolphins & San Jose Sharks (which is quite remarkable for a lifelong California native)!
CA Life Insurance License # 0G35346
Jeff Smith, JD, LL.M., IACCP®, CRCP®, CRM® - Founder / Managing Attorney, LawVisory
Jeff is a seasoned chief compliance officer, general counsel and securities and business attorney with over 23 years of experience strengthening the legal and compliance functions of investment advisers, broker-dealers, and investment vehicles.
Jeff served as Investigative Counsel for the Financial Crisis Inquiry Commission and worked in the Director of Enforcement’s Office at the United States Securities and Exchange Commission in Washington, D.C.
Mr. Smith graduated cum laude with a B.S. in Accounting from the University of Kentucky, where he also earned his J.D. He received his L.L.M., with highest honors, in Securities & Financial Regulation from Georgetown Law in Washington, DC.
Mr. Smith holds the following certifications: Certified Regulatory and Compliance Professional (FINRA Institute at Wharton); Investment Adviser Certified Compliance Professional (NRS Education); and Certified in Risk Management (International Institute of Professional Education and Research).