Jeff Zesiger Email & Phone Number
President and CEO @ Physician Wealth Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jeff Zesiger Location
- Centerville, UT, US
Jeff Zesiger Work
- 2009 -now President and CEO @
- 2006 -2009 Vice President - Financial Consultant @
- 2000 -2006 Section Manager – Investment Management Division @
- 1995 -2000 Senior Financial Representative @
- 1994 -1995 Store Manager @ Precision Time
Jeff Zesiger Education
- College for Financial Planning
Master of Science (M.S.) (Personal Financial Planning)
2011-2013 - Westminster College
Bachelor of Arts (B.A.) (Communication and Media Studies)
2001-2003 - Salt Lake Community College
Associate of Science (A.S.) (General Studies)
1999-2001
Jeff Zesiger Skills
- Investments
- Wealth Management
- Strategic Financial Planning
- Asset Managment
- Insurance
- Wealth
- Portfolio Management
- Asset Allocation
- Investment Advisory
- Retirement Planning
- Investment Strategies
- 401k
- Estate Planning
- Asset Management
- Mutual Funds
- Series 7
- Investment Management
- Financial Services
- FINRA
- Securities
- Retirement
- Series 63
- Personal Financial Planning
- Personal Finance
- Wealth Management Services
- Uniform Combined State Law
- Alternative Investments
- Financial Advisory
- Financial Planners
- Finance
- Financial Planning
Jeff Zesiger Summary
- Jeff Zesiger, based in Centerville, UT, US, is currently a President and CEO at Physician Wealth Advisors. Jeff Zesiger brings experience from previous roles at Charles Schwab & Co., Goldman, Sachs & Company, Fidelity Investments and Precision Time. Jeff Zesiger holds a 2011 - 2013 Master of Science (M.S.) in Personal Financial Planning @ College for Financial Planning. With a robust skill set that includes Investments, Wealth Management, Strategic Financial Planning, Asset Managment, Insurance and more. Jeff Zesiger has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Jeff Zesiger?
Find contact details for 700 million professionals.
Others Named Jeff Zesiger
Jeff Zesiger
President and CEO
Centerville, UT, US
Top Physician Wealth Advisors Employees
Trent Searle
Senior Portfolio Manager
Salt Lake City, UT, US
Patrick Brady
Vice President
Salt Lake City, UT, US
Jeff Zesiger
President and CEO
Centerville, UT, US
Eric Halvorsen
Wealth Advisor - Executive VP
Salt Lake City, UT, US
Wendy Lewis
Director of Qualified Retirement Plans
Salt Lake City, UT, US
Mathew Turnbow
Insurance Specialist
Salt Lake City, UT, US
Matthew Brady
Intern
Vineyard, UT, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co