Jeffrey Dell Zesiger,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey Dell Zesiger, CFP®

MS,

CEO

UMA Financial Services

310 E 4500 S, Ste 550
Salt Lake City, UT 84107
(801) 747-0800

General

Jeffrey Zesiger is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at UMA Financial Services in Salt Lake City, UT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - ACCREDITED ASSET MANAGEMENT SPECIALIST (AAMS®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's 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

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