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CFA charterholders in Utah

Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.

84 advisors

Albion Financial Group
43yrs
John Quincy Bird
Financial advisor
812 East 2100 South
Salt Lake City, UT 84106
Top advisor by experience at Albion Financial Group
CFACFP®Fiduciary
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SAX Wealth Advisors
38yrs
Paul Nicholas Winter
Financial advisor
4505 S. Wasatch Blvd Suite 370
Salt Lake City, UT 84124
Top advisor by experience at SAX Wealth Advisors
CFACFP®Fiduciary
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Able & Strong Advisors
34yrs
Kent Arnold Misener
Financial advisor
380 N. 200 W. #102
Bountiful, UT 84010
Top 6% by experience in Utah
CFAFiduciary
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Cannon Capital Management
34yrs
Clinton Croxall Cannon
Financial advisor
6768 South 1300 East
Salt Lake City, UT 84121
Top 5% by experience in Salt Lake City
CFAFiduciary
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Stoker Ostler, a Part of BMO Financial Group
32yrs
Michael Craig Halls
Financial advisor
170 South Main, Suite 825
Salt Lake City, UT 84101
Top 7% by experience in Salt Lake City
CFACFP®Fiduciary
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Brighton Wealth Management
31yrs
Eric Quinton Stats
Financial advisor
6975 Union Park Ave. #600
Cottonwood Heights, UT 84047
Top 9% by experience in Utah
CFAFiduciary
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Alta Capital Management
31yrs
Charles Frederick Radtke
Financial advisor
6440 South Wasatch Blvd Suite 260
Salt Lake City, UT 84121
Top 9% by experience in Salt Lake City
CFAFiduciary
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Cottonwood Asset Management
31yrs
Robin Jayne Shulman
Financial advisor
4505 South Wasatch Blvd #300
Salt Lake City, UT 84124
Top 9% by experience in Salt Lake City
CFAFiduciary
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Paragon Wealth Management
30yrs
Nathan Dale White
Financial advisor
3651 North 100 East Suite 275
Provo, UT 84604
Top 10% by experience in Utah
CFA
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Soltis Investment Advisors
28yrs
Timothy Matthew Brann
Financial advisor
20 North Main St Suite 400
St. George, UT 84770
Top 13% by experience at Soltis Investment Advisors
CFA
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Tingey Advisors
27yrs
Jon Davis Tingey
Financial advisor
948 East 7145 South Suite C-101
Midvale, UT 84047
Top 15% by experience in Utah
CFA
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Wasatch Advisors
27yrs
Hugh Daniel Chace
Financial advisor
505 Wakara Way, 3rd Floor
Salt Lake City, UT 84108
Top 12% by experience at Wasatch Advisors
CFA
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Corient
27yrs
Matthew Robert Johnson
Financial advisor
36 South State Street Suite 1125
Salt Lake City, UT 84111
Top 15% by experience in Salt Lake City
CFACFP®Fiduciary
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Mission Wealth Management
26yrs
Brandon Lee Baiamonte
Financial advisor
South Jordan, UT
Top 12% by experience at Mission Wealth Management
CFACFP®Fiduciary
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Mill Creek Investment Management
26yrs
Matthew Asher Ross
Financial advisor
Salt Lake City, UT
Top 17% by experience in Salt Lake City
CFAFiduciary
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Dynamic
24yrs
Mark Loal Anderson
Financial advisor
2150 South 1300 East Suite 110
Salt Lake City, UT 84106
Top 19% by experience in Salt Lake City
CFA
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