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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Jared White Knudsen, CFP®

Core Financial
(801) 377-6126

1355 N University Ave Ste 140
CORE Financial, Inc
Provo, UT 84604-5651
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Compensation Method: Commission and Fee
Minimum Investable Assets: $25,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Budget Development, Charitable Giving, Comprehensive Financial Planning, Insurance Planning, Investment Management, Real Estate

Contact
Timothy K. Whipple, CFP®

(801) 221-2939

499 S Orem Blvd
Orem, UT 84058-3102
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(801) 221-2939

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: German, Arabic, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Intergenerational Planning, Investment Management

Contact
Kenneth G. Bown, CFP®

LJCooper Wealth Advisors
(801) 221-2939

499 S Orem Blvd
Orem, UT 84058-3102
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(801) 221-2939

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management, Investment Planning

Contact
Richard K. Jones, CFP®

Keeler Thomas Inc
(801) 226-0800

1327 S 800 E
Ste 100
Orem, UT 84097-7729
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(801) 226-0800

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Jeffrey A. Haas, CFP®

U.S. Bancorp
(801) 534-6041

170 S Main St Ste 600
Salt Lake City, UT 84101-3600
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(801) 534-6041

Compensation Method: Salary
Minimum Investable Assets: $1,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Sudden Wealth Management, Wealth Management

Contact
Kevin B Morton, CFP®

Lincoln Financial Advisors
(801) 930-6456

3165 Millrock Dr Ste 300
Holladay, UT 84121-4700
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(801) 930-6456

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Planning, Retirement Income Management, Retirement Planning, Women's Finances

Contact
Ellen H. Opprecht, CFP®

ASI Inc
(801) 479-3318

PO Box 10064
Ogden, UT 84409-1664
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(801) 479-3318

Compensation Method: Fee Only
Minimum Investable Assets: $100,000
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Sudden Wealth Management, Wealth Management, Women's Finances

Contact
Jery J. Mariani, CFP®

Robert W. Baird & Co. Incorporated
(801) 869-3860

222 S Main St Ste 1840
Salt Lake City, UT 84101-2174
View on Map
(801) 869-3860

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning

Contact
Sharla J. Jessop, CFP®

Smedley Financial Services
(801) 355-8888

420 E. South Temple #420
P.O. Box 4133
Salt Lake City, UT 84111-1345
View on Map
(801) 355-8888

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management, Investment Planning, Life Transitions, Long-Term Care

Contact
Craig F. Umbrell, CFP®

Merrill Lynch
(801) 629-5025

2380 Washington Blvd Ste 110
Ogden, UT 84401-1484
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(801) 629-5025

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Management

Contact
David B. Hill, CFP®

Capital Guardian Wealth Management, LLC
(801) 918-0852

1898 S 850 E
Bountiful, UT 84010-4149
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Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: Japanese, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
John E. Coles, CFP®

Eagle Gate Corporation
(801) 298-2243

940 N 400 E
North Salt Lake, UT 84054-1936
View on Map
(801) 294-6600

Compensation Method: Commission and Fee
Minimum Investable Assets: $5,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: General Financial Planning

Contact
Brett E. Jenson, CFP®

Sagemark Consulting
(801) 930-6468

3165 Millrock Dr Ste 300
Salt Lake City, UT 84121-4700
View on Map
(801) 930-6468

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: Spanish, Italian, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning

Contact
MELISSA C. GILES, CFP®

Morgan Stanley Wealth Management
(435) 645-2768

1441 Ute Blvd Ste 180
Park City, UT 84098-7627
View on Map
(435) 645-2768

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning

Contact
Robert P. Christenson, CFP®

Net Worth Advisory Group
(801) 562-8882

9980 S. 300 West
Ste 110
Sandy, UT 84070-3654
View on Map
(801) 562-8882

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: French, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Investment Planning, Retirement Planning

Contact
Kayla T. Koeber, CFP®

Merrill Lynch
(435) 986-8956

720 S River Rd
Ste E200
Saint George, UT 84790-5589
View on Map
(435) 986-8956

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: Japanese, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, LGBT Individuals and Couples, Retirement Planning, Tax Planning

Contact
Michael C. Roan, CFP®

Bonneville Multi-Family Office
(801) 830-3250

3212 Shadowbrook Dr
Provo, UT 84604-4408
View on Map
(801) 830-3250

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: Japanese, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Cross-Border Planning

Contact
Bret Tillman, CFP®

Raymond James
(801) 930-5771

4505 Wasatch Blvd Ste 160
Salt Lake City, UT 84124-4795
View on Map
(801) 930-5771

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning

Contact
Jean Elizabeth Hindley, CFP®

Financial Network
(801) 568-1968

6965 Union Park Ctr
Ste 450
Midvale, UT 84047-6545
View on Map
(801) 568-1968

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning, Elder Care

Contact
Kevan B. Matheson, CFP®

PrimeVest Financial Services, Inc.
(435) 652-7004

170 S River Rd
SBSU Financial Services
Saint George, UT 84790-2114
View on Map
(435) 652-7004

Compensation Method: Salary
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Healthcare Planning, Investment Management, Retirement Income Management

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