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Home > Financial Planner Directory > Utah > Salt Lake City > Denise D. Smith, CPA, CFP®

Denise D. Smith, CPA, CFP®

Planner List SAVED PLANNERS (0)

Financial Planning Office, LLC

1308 South 1700 East

Suite 208

Salt Lake City, UT 84108

Phone: (801) 466-4101

Fax: (801) 606-2762

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $25,000

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Charitable & Planned Giving
Investment Management
Employee Benefits
Retirement
Stocks & Bonds
Long-term Care

How Planner Charges

Fee Only

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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