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Estate Planners in US

Utah Estate Planners Directory

Trustoria includes a professional profile for nearly every Estate Planner in Utah.

Find more Estate Planners and other Financial brokers near in Utah by specifying the city where you need their services.

The Trustoria Professional Directory helps everyone find the best person for their next project.

17 results found

Derek Fonua Salt Lake City, UT

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Financial Manager

Experience & Education

Title:
Estate Planner - Attorney and Financial Engineer
Location:
Greater Salt Lake City Area
Industry:
Law Practice
Full Profile

Jason Hunter Salt Lake City, UT

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Partner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chief Administrative Officer • Financial Manager • Counselor • Team Member • Advisor • Juris Doctor

Experience & Education

Position:
Partner at Sage Law Partners, LLC
Title:
Estate, Business/Corporate, and Tax Attorney
Location:
Greater Salt Lake City Area
Industry:
Law Practice
Work history:
Sage Law Partners, LLC - Greater Salt Lake City AreaPartnersince Aug 2012Pia Anderson Dorius Reynard and Moss PartnerMay 2010 - Jul 2012
Skills:
Estate Planning, Tax Law, Small Business Law, Real Estate, Trusts, Probate, Wills, Estate...
Languages:
Portuguese
Full Profile

Ricky Nelson Salt Lake City, UT

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Associate Attorney • Law Specialist • Lawyers • Supporting Member • Clerk • Apprentice • Team Member • Clerical Specialist • Army Sergeant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Financial Manager

Experience & Education

Title:
Associate Attorney at Hirschi Steele & Baer, PLLC
Location:
Greater Salt Lake City Area
Industry:
Law Practice
Work history:
Hirschi Steele & Baer, PLLC - Greater Salt Lake City AreaAssociate AttorneyNov 2011 - May 2013PurCo - Provo, Utah AreaIn-House Counsel/ClaimsMay 2011 - Nov 2011
Skills:
Commercial Litigation, Estate Planning, Legal Research, Legal Writing, Litigation, Civil...
Full Profile

Andy Kelsch Salt Lake City, UT

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • International Affairs • Office Assistant • Office Clerk • Clerical Specialist • Marketing Director • Chief Executive • Customer Service • Client Service Officer • Contractor • Security • Partner • Financial Manager • General Education • Advertising Professional • Advertising Sales Agent • Financial Analyst • Independent Business Owners • Service Technician • Maintenance and Repair Worker

Experience & Education

Position:
Member Services at Wisdom In Numbers LLC Association
Title:
Member Services at WIN Association LLC
Location:
Greater Salt Lake City Area
Industry:
International Affairs
Work history:
Wisdom In Numbers LLC Association - Midvale UtahMember Servicessince Sep 2011Register Tapes Unlimited Inc - Salt Lake CityMarketing DirectorJan 2010 - Nov 2011
Skills:
Risk Management Consulting, Leadership Development, Legal Services, Business Analysis, Business...
Languages:
German
Full Profile

Steve Chambers Salt Lake City, UT

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Attorney At Law • Law Specialist • Lawyers • Associate Professor • Lecturer • Postsecondary Teacher • Bankruptcy Attorney • Financial Regulation Attorney • Servicer • Master of Business Administration • Juris Doctor • Property Manager • Real Estate Manager • Chief Executive • Operations Manager • Financial Manager

Experience & Education

Position:
Attorney at R. Steven Chambers PLLC, Adjunct professor of law, S.J. Quinney College of Law at...
Title:
Attorney at Law
Location:
Greater Salt Lake City Area
Industry:
Law Practice
Work history:
R. Steven Chambers PLLC - Greater Salt Lake City AreaAttorneysince Oct 2012University of Utah - Salt Lake City, UtahAdjunct professor of law, S.J. Quinney College of Lawsince May 2012
Skills:
Bankruptcy, Estate Planning, Wills, Foreclosures, Litigation, Public Speaking, Teaching, Civil...
Full Profile

Deborah Blackburn Natural Bridges, UT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
Attorney at Deborah D. Blackburn, P.C.
Title:
Law Office of Deborah D. Blackburn, P.C.
Location:
Moab, Utah
Industry:
Law Practice
Work history:
Deborah D. Blackburn, P.C. Attorney
Skills:
Estate Administration, Elder Law, Living Wills, Special Needs Planning, Powers of Attorney,...
Estate Planner Legal Network
Full Profile

James Abel Saint George, UT

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Financial Manager • Financial Analyst • Operations Manager • Underwriter • Fiduciary • Trust Law Attorney • Lawyers • Bachelor of Science • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at Raymond James Financial Services, Inc.
Title:
Trusted and Respected CERTIFIED FINANCIAL PLANNER™ Practitioner, serving Individuals and Businesses in Southern Utah
Location:
Saint George, Utah
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. - 1173 South 250 West, Suite 212, Saint George, Utah 84770Financial Advisorsince Mar 2011Bank of America Merrill Lynch - Saint George, UT and Phoenix, AZWealth Management AdvisorMay 2004 - Mar 2011
Certifications:
Certified Financial Planner (CFP), CFP Board of Standards
Chartered Financial Consultant (ChFC), Solomon L. Huebner School, The American College
Accredited Estate Planner,AEP,
Full Profile

Matthew Newbold Sandy, UT

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Paralegal • Litigation Support Specialist • Law Specialist • Lawyers • Office Assistant • Office Clerk • Clerical Specialist • Construction • Entertainment Professional • Entertainer • Bachelor of Science • Food Server • Financial Manager

Experience & Education

Position:
Paralegal / Office Assistant at Allegis Law, PLLC
Title:
Allegis Law, PLLC
Location:
Sandy, Utah
Industry:
Law Practice
Work history:
Allegis Law, PLLC - Sandy, UtahParalegal / Office Assistantsince Sep 2012Brigham Young University Law StudentAug 2009 - Nov 2012
Skills:
Legal Research, Bookkeeping, Due Diligence, Accounting, Microsoft Office
Full Profile

Jeff Matson Salt Lake City, UT

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Law Clerk • Lawyers • Judicial Law Clerk • Juris Doctor • Bachelor of Science • Financial Manager

Experience & Education

Position:
Attorney at Bennett Tueller Johnson & Deere
Location:
Greater Salt Lake City Area
Industry:
Law Practice
Work history:
Bennett Tueller Johnson & Deere Attorneysince Oct 2009Bennett Tueller Johnson & Deere Law ClerkApr 2008 - Oct 2009
Skills:
Estate Planning, Business Planning, Trusts, Probate, Wills, Asset Protection, Contract Negotiation, ...
Languages:
Bokmål, Norwegian
Full Profile

Todd Hallock Salt Lake City, UT

Professions & Specialties

Founder • Founding Member • Chief Executive • Law Specialist • Associate Attorney • Lawyers

Experience & Education

Position:
Founder and Estate Planning Attorney at Hallock & Hallock
Location:
Greater Salt Lake City Area
Industry:
Law Practice
Work history:
Hallock & Hallock Founder and Estate Planning Attorneysince Apr 1996Hanson Epperson & Smith AttorneyNov 1994 - Mar 1996
Skills:
Estate Planning, Business Planning, Probate
Estate Planner Legal Network
Full Profile

Richard Ogden Sandy, UT

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Independent Contractor • Advisor • Contractor • Partner • Manager • Director • Chief Executive • Operations Manager • Independent Business Owners • Business Administrator • Analysts • Chief Administrative Officer • Corporate Executive • Financial Manager • Financial Analyst • Logistician • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager • Master of Business Administration • Bachelor of Science • Industrial Engineer

Experience & Education

Position:
Lean Six Sigma Consultant at Self-Employed
Location:
United States
Industry:
Religious Institutions
Work history:
Self-Employed - Sandy, UTLean Six Sigma Consultantsince Apr 2011LDS Church - Salt Lake City, UtahBusiness Process Improvement ManagerAug 2008 - May 2011
Certifications:
Lean Six Sigma Master Black Belt, BYU - Hawaii
Full Profile

Dan Sudweeks Payson, UT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Vice President of Marketing • Corporate Executive • Chief Executive • Vice President • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Philanthrope • Non-Profit • Bachelors Degree • Physical Education Professor • Physical Education Professors

Experience & Education

Position:
CEO at Eco Sensitive Solutions
Title:
Eco Sensitive Solutions
Location:
Payson, Utah
Industry:
Environmental Services
Work history:
Eco Sensitive Solutions - Milton WACEOsince Jan 2009Financial Northwest Inc - Arlington WAVP Marketing1996 - 2001
Skills:
Public Speaking, Teaching, Strategic Planning, Honesty and Integrity, Self-motivated individual,...
Languages:
Japanese
Investment Advisor & Estate Planner at Eco Sensitive Solutions
Full Profile

Candice Pitcher Salt Lake City, UT

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Senior Vice President • Board Member • Vice President • Chief Executive • Management Team Executive • Operations Manager • Law Specialist • Lawyers • Financial Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Senior Vice President of Compliance at Select Portfolio Servicing, Member of Board of Directors at...
Title:
Senior Vice President, Compliance at Select Portfolio Servicing
Location:
Greater Salt Lake City Area
Industry:
Law Practice
Work history:
Select Portfolio Servicing Senior Vice President of Compliancesince Nov 2010Equality Utah Member of Board of Directorssince 2010
Estate Planner Legal Network
Full Profile

Blain Johnson Salt Lake City, UT

Professions & Specialties

Chairperson • Chief Executive • Law Specialist • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager • Operations Manager

Experience & Education

Position:
President at Epek Title Insurance Agency, LLC, Attorney at Johnson Law Firm
Title:
President at Epek Title Insurance Agency, LLC
Location:
Greater Salt Lake City Area
Industry:
Law Practice
Work history:
Epek Title Insurance Agency, LLC Presidentsince Jun 2010Johnson Law Firm Attorneysince Aug 2009
Skills:
Estate Planning, Real Estate, Real Estate Transactions, Contract Negotiation, Negotiation,...
Estate Planner Legal Network
Full Profile

Doug Ybarra Highland, UT

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Advisor • Information Technology Specialist • IT Specialist • Sales Representative • Sales Agent • Bachelor of Arts • Financial Manager • Judicial Law Clerk

Experience & Education

Position:
Learning Solutions Consultant at Pearson
Title:
Learning Solutions Consultant
Location:
American Fork, Utah
Industry:
Information Technology and Services
Work history:
Pearson Learning Solutions Consultantsince Jan 2008Pearson North America - Provo, Utah AreaSales RepresentativeSep 2006 - Jan 2008
Financial Advisor / Estate Planner at SAGEMARK CONSULTING / LINCOLN FI..
Full Profile

Mark Larson Syracuse, UT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Regional Vice President • Operations Manager • Director of Operations • Vice President • Chief Executive • Financial Manager • Auditor • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Jpmorgan
Sales management
Company:
Jpmorgan chase
Regional vice president operations manager, chase homeownership centers
Full Profile

Brad Keyser Draper, UT

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Sales Manager • Sales Director • Financial Manager • Operations Manager • Planner • Business Administrator • Accounting Bookkeeper • Bookkeeper

Experience & Education

Work

Company:
Bathcrest
National sales manager
Company:
Nova/global cash cards
Regional sales director
Full Profile