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Dan Smith

Dan Smith

Private Client Investment Advisor/CFP for 17 yrs

Followers of Dan Smith199 followers
location of Dan SmithPark City, Utah, United States

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  • Timeline

  • About me

    Owner, Beautiful Properties

  • Education

    • College for Financial Planning

      2017 - 2019
      Master of Science in Personal Financial Planning Financial Planning and Services 3.92 on graded classes

    • BYU

      1979 - 1986
      BS Financial Planning and Counseling

  • Experience

    • BankOne, Zions Bank, Lefavi Financial

      Jan 1986 - Jan 2003
      Private Client Investment Advisor/CFP for 17 yrs

      Worked for 17 years in Financial Planning and Investments. Previously held series 7, 24, 53, 65 securities licenses. Previously licensed in Property Casualty Insurance and also Life Insurance. (All licenses expired after I left this line of work).

    • Beautiful Properties

      Jan 1987 - now
      Owner

      Manage commercial retail space in Vernal, Heber City, Orem and Brigham City Utah. Also a Realtor with Keller Williams Park City Real Estate.

  • Licenses & Certifications

    • Utah Real Estate License

      Utah Division of Real Estate

    • Master Planner Advanced Studies℠ or MPAS® Professional Designation

      College for Financial Planning
      Oct 2019
      View certificate certificate

    • GRI Graduate of Realtor Institute

      National Association of REALTORS®

    • E-PRO,

      National Association of REALTORS®

    • AWMA Acrredited Wealth Management Advisor

      College for Financial Planning
      Sept 2017

    • CFP Certified Financial Planner

      College for Financial Planning
      Jul 1991