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Qualifications of Financial Advisor in Sandy

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Sandy, Utah
Financial Advisor Office Location Phone Number
Jared Copinga,
Financial Engines Advisors, LLC
138 East 12300 South Suite A,
Draper, UT  84020
(801) 619-3771
Mike Johnson,
Pillar Capital
770 East Main Street Suite 310,
Lehi, UT  84043
(801) 770-3301
A. Russel Hodgson, CFP,
Advanced Retirement Strategies
563 West 500 South,
Bountiful, UT  84010
(385) 249-5652
Jared Copinga,
Financial Engines Advisors, LLC
140 W Union Avenue,
Farmington, UT  84025
(866) 711-4496

Information on Qualified Financial Advisors in Sandy

Qualifications CRD# 3185621
FirmCRD# 104510
Series 6, 7, 24, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 138 East 12300 South Suite A,
Draper,
UT 
84020
Phone Number (801) 6193771

Joined Financial Engines in 2015. Began his career in the financial services industry in 1998. Successfully completed the Series 6, 7, 24, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Studied Chemistry at the University of Utah. Married to Robyn. They have three children: Aidan, Ella, and Lily. Jared enjoys hiking, photography, and smoking BBQ.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 2600801
FirmCRD# 153191
Series 63, 65

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Hourly


Office Location 770 East Main Street Suite 310,
Lehi,
UT 
84043
Phone Number (801) 7703301

1995 - 2003: Senior VP, Pillar Capital Advisors: Analyst, Portfolio Manager, Partner, Head of Investment Committee. Small Cap stocks picking firm with $125M in AUM. 2003 - 2006: President, Inflection Point Capital Partners: Founder of firm which focused on alternative assets including private equity, venture capital, oil and gas exploration 2006 - 2010: Regional VP, Zacks Investment Management. Covered the Mountain West region and worked with wealth management clients of Zacks. 2010 - Present: Founder and President, Pillar Capital

About Pillar Capital

Pillar Capital is focused on investment science as opposed to speculation. We are an Evidence-Based, fee-only Registered Investment Advisor (RIA) and do not sell/recommend commissioned products because of the cost and inherent conflicts of interest.



Qualifications CRD# 1695013
FirmCRD# 293750
Series 7, 24, 65, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 563 West 500 South,
#420,
Bountiful,
UT 
84010
Phone Number (385) 2495652

If you have heart problems, you seek out a cardiac specialist  not a general practitioner. Similarly, if you are reaching retirement or already retired, you need the help of a financial advisor who has extensive experience designing income and money management strategies for retirees. Russ Hodgsons experience and training give him the knowledge to identify financial weaknesses and recommend strategies other financial advisors may not recognize. My mission, Russ says, is to create comprehensive retirement income strategies for clients who have spent a lifetime accumulating assets and now need to use those assets wisely for lifetime income. A financial professional since 1987, Russ has the in-depth knowledge of financial issues that comes from almost three decades of experience. His credentials include a B.S. in Economics from the University of Utah and the elite designation of CERTIFIED FINANCIAL PLANNER" (CFP®) practitioner, which required advanced coursework in a comprehensive range of financial subjects. As an independent advisor, Russ is not burdened with the pressure of selling certain financial products or meeting sales quotas. He is free to search the marketplace and recommend strategies that are driven strictly by his clients needs and best interests. Working with him, clients get an unbiased, well-thought-out plan, not a sales pitch. Away from work, Russ enjoys spending his time in various outdoor activities. He and his wife have been married 25 years and have four children.

About Advanced Retirement Strategies

At Advanced Retirement Strategies, we believe that every person faces a unique set of challenges as they move toward and through retirement. Our intuitive process is aimed at helping reduce and eliminate the five most common issues that retirees face as they strive for long-term financial independence. These include: 1) Sequence of return risk 2) Longevity 3) Inflation and taxes 4) Health care expenses 5) Destructive investor behavior Through a systematic approach, we will help you identify current gaps and take advantage of future opportunities - all in pursuit of wealth independence in retirement. Through a series of three meetings, we will: Get to know you - your personal goals, ambitions and dreams for the future. Gain insight into your financial picture by gathering data and relating it back to who you are and what you hope to accomplish in a custom-tailored financial strategy. Design and implement your plan in a way that acknowledges your risk, reduces your tax implications, mitigates your health care expenses, and encourages positive investor behavior. As an independent fiduciary firm, your best interest is our only interest. When you partner with us on your retirement planning and investment management journey, you can expect transparency, professionalism and objectivity that is unburdened by sales quotas or third-party requirements.



Qualifications CRD# 3185621
FirmCRD# 104510
Series 6, 7, 24, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 140 W Union Avenue,
Suite 200,
Farmington,
UT 
84025
Phone Number (866) 7114496

Joined Financial Engines in 2015. Began his career in the financial services industry in 1998.Successfully completed the Series 6, 7, 24, 63, and 65 examination(s) administered by FINRA.Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s).Studied Chemistry at the University of Utah.Married to Robyn. They have three children: Aidan, Ella, and Lily. Jared enjoys hiking, photography, and smoking BBQ.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



List of Additional Financial Advisors in or around Sandy, Utah
MassMutual Financial Group Salt Lake City, UT
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