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Certified Financial Planners in Utah

Certified Financial Planners in Orem, UT

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5 results found

Rhonda Black Provo, UT

Professions & Specialties

Leasing Agent • Leasing Property Manager • Licensed Real Estate Broker • Leasing Professional • Property Manager • Real Estate Manager • Founder • Owner • Founding Member • Chief Executive • Advocate • Fiduciary • Jurist • Legal Counsel • Trust Law Attorney • Lawyers • Non-Profit • Agent • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Founder, Domestic Abuse Advocate at Validating Hope, Leasing Agent at Property Management Inc- Utah
Title:
Leasing Agent
Location:
Provo, Utah Area
Industry:
Real Estate
Work history:
Validating Hope - Provo, UTFounder, Domestic Abuse Advocatesince May 2013Property Management Inc- Utah - 2940 W Maple Loop Dr #104, Lehi, UT 84043Leasing Agentsince May 2013
..management aspects as directed by the CFP
Full Profile

Clint Nef Provo, UT

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Puchasing and Estimating Manager • Representative • Personal Trainer • Fitness Trainer • Wellness and Fitness • Model • Guide • Tour Guide • Psychology Specialist • Psychologist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Food Server • Financial Manager

Experience & Education

Position:
Retirement Solutions Representative at Fidelity Investments, Personal Trainer at Freelance
Title:
Retirement Solutions Representative at Fidelity Investments
Location:
Provo, Utah Area
Industry:
Health, Wellness and Fitness
Work history:
Fidelity Investments - Greater Salt Lake City AreaRetirement Solutions Representativesince Jul 2012Freelance - Utah CountyPersonal Trainersince Jul 2008
Certifications:
Certified Financial Planner (CFP®), CFP® Board
Certified Personal Trainer, National Academy of Sports Medicine
Full Profile

Matt Webb Salt Lake City, UT

Professions & Specialties

Puchasing and Estimating Manager • Controller • Coordinator • Security • Managers • Dance Instructor • Dancing Teacher • Disk-Jockey • Owner • Chief Executive • Agent • Sales Representative • Entertainer • Accounting Bookkeeper • Bookkeeper • Advisor • Team Member • Financial Manager • Computer Software Professional • Software Developers

Experience & Education

Position:
Controller at AMG, VIZ, Fillco, Ten Squared, Energy, Telecommunications, & Merchant Services...
Title:
Accountant
Location:
Greater Salt Lake City Area
Industry:
Accounting
Work history:
AMG, VIZ, Fillco, Ten Squared - SLC, UTControllersince Jan 2013International (Home & Business) Essential Services - InternationalEnergy, Telecommunications, & Merchant Services Team Coordinatorsince Nov 2012
Languages:
Mandarin Chinese
Certified Financial Planner Curriculum
Full Profile

Steven Tolley Provo, UT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor - Edward Jones at Edward Jones
Title:
Financial Advisor at Edward Jones
Location:
Provo, Utah Area
Industry:
Financial Services
Work history:
Edward Jones - Orem, UT 84058Financial Advisor - Edward Jonessince Sep 19921st Infantry Division Deputy Finance OfficerMay 1990 - Sep 1992
Languages:
Danish
Certifications:
Certified Financial Planner, CFP, Certified Financial Planner Board of Standards
Accredited Asset Management Specialist, AAMS, College for Financial Planning
Full Profile

Jackson Frandsen Orem, UT

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Owner • Chief Executive • Sales Manager • Sales Director • Operations Manager • Financial Manager • Notary • Lawyers • Representative • Special Education Professional • Special Education Professors

Experience & Education

Work

Company:
Wells fargo advisors
Personal banker (safe)
Company:
Assurance financial llc
Owner

Skills

EDUCATION, LICENSURE & COMMISIONS Ongoing Baccalaureate Studies in Business Administration at...
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Certified Financial Planners near Orem, UT024487296120Salt Lake CityProvoLehiPark CitySandyRivertonDraperAlpinePleasant GrovePayson


Certified Financial Planners around Orem, UT

Alpine  (1)
Draper  (2)
Lehi  (4)
Park City  (4)
Payson  (1)
Provo  (20)
Riverton  (3)
Salt Lake City  (120)
Sandy  (4)

Certified Financial Planners in Utah