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Jeffrey Dell Zesiger, CFP®, AAMS

UMA Financial Services

310 E 4500 S
Ste 500
Salt Lake City, UT 84107
Phone: (801) 747-0800

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Buying a Home
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Getting Married
  • Identity Theft
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Starting a Family
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

Considerations: I specialize in working strictly with physicians and their families

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