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Financial Analyst Jobs Pleasant Grove UT

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Benjamin Olson
Ronald Olson, Inc.
(801) 785-3254
351 East 140 North
Lindon, UT
Expertises
Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Ongoing Investment Management, Tax Planning, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Ray LeVitre
Net Worth Advisory Group
(801) 566-6639
9980 South, 300 West
Sandy, UT
Expertises
Ongoing Investment Management, Advising Employee Benefit Plan Participants, Insurance Related Issues, including Annuities, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

David Swapp
Net Worth Advisory Group
(801) 566-6639
9980 South, 300 West
Sandy, UT
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Mr. Joseph Grant Olson, CFP®
(801) 785-3254
351 E. 140 N.
Lindon, UT
Firm
R.O.I. (Ronald Olson, Inc.)
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Gilbert N. Greer, CFP®
(602) 741-8988
1523 Box Elder Dr
Alpine, UT
Firm
Capital Group Inc
Areas of Specialization
Asset Allocation, Charitable Giving, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $5,000,001 or more

Average Income: $500,001 - $1,000,000

Profession: Not Applicable

Data Provided By:
J Grant Olson
Ronald Olson, Inc.
(801) 785-3254
351 East 140 North
Lindon, UT
Expertises
Ongoing Investment Management, Middle Income Client Needs, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, College/Education Planning, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Robert Christenson
Net Worth Advisory Group
(801) 566-6639
9980 South, 300 West
Sandy, UT
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Advising Employee Benefit Plan Participants, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Mr. James A. Ferrin, CFP®
(801) 224-9867
1955 West Grove Parkway, Ste. 200
Pleasant Grove, UT
Firm
Ferrin Capital Advisors, Inc.
Areas of Specialization
Investment Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Service Professionals

Data Provided By:
Mr. Ben A. Olson, CFP®
(801) 785-3254
646 Sandhill Ct
Lehi, UT
Firm
R.O.I.
Areas of Specialization
Accounting, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. Daniel S. Summerhays, CFP®
(801) 349-0102
724 E 200 N
Alpine, UT

Data Provided By:
Data Provided By:

Financial Analyst

How to become a Financial Analyst

At minimum, a bachelor's degree in some kind of business area is usually required. Many financial analysts also have advanced degrees in business or finance. Beyond university education, there are a variety of professional designations and licenses that various types of analysts can obtain, depending on how the analysts intend to apply their trade. For example, there are very detailed requirements to become an investment consultant, which is an area where financial analysis becomes important. Continuing education is required to maintain these licenses and designations, and due the market always changing and being a dynamic, large place, financial analysts are known to frequently attend seminars and trainings in their field.

What does a Financial Analyst do?

Financial analysts measure the performance and health of companies, which is research often used in the investment industry. In fact, they often work for investment houses and other companies that keep track of companies, risk, and success, like insurance companies, media companies, financial services companies and professional services firms. This data goes into helping investors make sound decisions. The data the analysts study are a number of significant financial numbers and figures, like company revenues, growth/shrink rates, expenses and costs, tax rates, future prospects, merger and acquisition activity, etc. All these in turn feed into an assessment of the company's overall value and the value of an investment in that company.

This information on the value of a company can be utilized in various ways. For example, financial analysis features heavily in the decisions of whether or not to acquire or liquidate companies themselves, if they are owned by another company or firm, which is another environment where financial analysis is important. It is also used by consultants who counsel people and companies on their investments.

Financial analysts tend to focus on a particular segment of the marketplace, not the whole marketplace. This can be done by focusing o a particular industry or geographic region.

The tools financial analysts use today are all software and internet based.

What skills or qualities do I need to become a Financial Analyst?

An investigative curiosity is a good trait to have, as well as skill with math and quantitative analysis. A thorough knowledge and feel for business is also important, as are communication skills, as much of the day to day activity of analysis has to do with report and summary writing. People skills are important if the analyst intends to go into a consultative kind of role. Finally, comfort and skill with technology in general and new technology that is constantly developing is important.

How much do Financial Analysts make?

In 2007, the wage range for financial analysts was from $42,000 - $137,000+. The salary varies depending upon location, experience, and many ...

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