Sam Deaver
Partner @ FirstPurpose Wealth | Certified Financial Planner (CFP)
- Role
- Partner at Firstpurpose Wealth
- Location
- Heber City, UT, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Partner
Jan 2020 — Present
Education
Woodbury School of Business AT UTAH VALLEY UNIVERSITY, PERSONAL FINANCIAL PLANNING
Bachelor of Science (BS)
2010 — 2013
Utah Valley University
Bachelor of Science (BS)
2009 — 2013
Skills
- Wealth Management
- Personal Financial Planning
- Investment Advisory
- Financial Analysis
- Retirement
- Strategic Financial Planning
- Small Business
- Wealth
- Asset Management
- Asset Allocation
- Mutual Funds
- Risk Management
- Investments
- Financial Services
- Insurance
- Portfolio Management
- Financial Advisory
- Finance
- Retirement Planning
- Investment Management
- Investment Strategies
- Alternative Investments
- Securities
- Asset Managment
- Estate Planning
- Financial Modeling
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