C. Scott Cheney, CFP^®

ChFC^® CLU^® CASL

Founder, Senior Wealth Advisor

Twin Peaks Wealth Management, LLC

2825 E Cottonwood Pkwy, Ste 500
Salt Lake City, UT 84121-7060

FINANCIAL ADVISOR'S WEBSITE

http://www.twinpeakswealth.com

(801) 557-8725

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

General

C. Scott Cheney is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Twin Peaks Wealth Management, LLC in Salt Lake City, UT and the surrounding communities.

Financial Advisor Overview

C Scott Cheney is a CERTIFIED FINANCIAL PLANNER™ professional focused on providing comprehensive wealth management services to a limited number of Clients who are nearing retirement or currently retired. Too often, wealth management firms' growth comes at the expense of Client service. Scott Cheney founded Twin Peaks Wealth Management with the mission to sustain a high level of personal attention and service. In order to accomplish this mission, Scott is committed to serving a limited number of Clients. Investable asset minimum for new Clients is $500,000, which may include assets held in a current employer's retirement plan. For more information, please visit www.twinpeakswealth.com

Financial Advisor Experience

Scott has had the privilege of helping Clients achieve their retirement goals with peace of mind since 2002. Prior to founding Twin Peaks Wealth Management in 2012, he enjoyed a ten year career with Northwestern Mutual, a Fortune 100 and "World's Most Admired" Company. He has also served as an adjunct faculty member at the University of Utah's David Eccles School of Business.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)
Other - Chartered Advisor for Senior Living

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Government & Military, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Job Loss, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances