Jeffrey D. Lindsay,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey D. Lindsay, CFP®

CRPC

Financial Advisor/Owner

Peterson Wealth Advisors

360 West 920 North
Orem, UT 84057
FINANCIAL ADVISOR'S WEBSITE
(801) 225-0000

General

Jeffrey Lindsay is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Peterson Wealth Advisors in Orem, UT and the surrounding communities.

Financial Advisor Overview

As a retirement income specialist I create trusted, long-term relationships with my clients and their families, and help them navigate the different stages of retirement by providing sound financial advice and expertise.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth

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Helpful Financial Planning Resources