Sam Deaver
Partner @Firstpurpose Wealth
Heber City, UT, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2020 — Present
Partner @Firstpurpose Wealth
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EDUCATION
2010 — 2013
Woodbury School of Business AT UTAH VALLEY UNIVERSITY, PERSONAL FINANCIAL PLANNING
Bachelor of Science (BS)
2009 — 2013
Utah Valley University
Bachelor of Science (BS)
SKILLS
Wealth ManagementPersonal Financial PlanningInvestment AdvisoryFinancial AnalysisRetirementStrategic Financial PlanningSmall BusinessWealthAsset ManagementAsset AllocationMutual FundsRisk ManagementInvestmentsFinancial ServicesInsurancePortfolio ManagementFinancial AdvisoryFinanceRetirement PlanningInvestment ManagementInvestment StrategiesAlternative InvestmentsSecuritiesAsset ManagmentEstate PlanningFinancial Modeling
ABOUT SAM DEAVER
Partner @ FirstPurpose Wealth | Certified Financial Planner (CFP)
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