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Top Rated Financial Advisors in Salt Lake City, Utah

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Salt Lake City, Utah is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

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Jon Paulsen

Premier Financial Planning
Jon Paulsen, a financial fiduciary, provides financial services to clients in the Farmington, Utah area. Jon holds a CFA® certification. Jon has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Money Management
  • Financial Planning for Individuals
  • View More
    • Financial Planning for Businesses
    • Investment Advice & Management

    Name(s) of Custodian(s):
    Charles Schwab