Jason E. Palmer,  CFP<sup>&reg;</sup> - Financial Advisor

Jason E. Palmer, CFP®

Founder & President

Resonant Financial Planning

1225 E. Fort Union Blvd, Ste 350
Cottonwood Heights, UT 84047
FINANCIAL ADVISOR'S WEBSITE
(801) 676-1500

General

Jason Palmer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Resonant Financial Planning in Cottonwood Heights, UT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Succession Planning, Long-term Care, Sudden Wealth, Special Needs

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