John Homer Email & Phone Number
Wealth and Retirement Strategist
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John Homer Location
- Salt Lake City, UT, US
John Homer Work
- Investment Advisory Services @ Portside Wealth (July 2023 - Present)
- Wealth and Retirement Strategist @ Oxford Financial Group, Inc. (February 1984 - Present)
- Chair Grant Taggart Symposium @ (January 1989 - January 2016)
- Family Wealth Counselor @ Oxford Financial Group, Inc. (March 1984 - December 2009)
- Past President @ Salt Lake Estate Planning Council (January 1990 - January 1991)
- Past President @ Utah Association of Insurance and Financial Advisors (January 1988 - January 1989)
- Past President @ Utah Society of Financial Service Professionals (January 1981 - January 1982)
John Homer Education
- The American College
CLU, ChFC (Estate and Business Planning)
1976-1982 - Brigham Young University
BS (Business Management)
1969-1973
John Homer Skills
- Wealth Management
- Estate Planning
- Financial Advisory
- High Net Worth Individuals
- Business Planning
- Strategic Financial Planning
- Investment Strategies
- Indexed Annuities
- Long Term Care
- Asset Allocation
- Disability Insurance
- Insurance
- Retirement Planning
- Securities
- Multi Generational Wealth Transfer
John Homer Summary
- John Homer, based in Salt Lake City, UT, US, is currently a Wealth and Retirement Strategist at Oxford Financial Group, Inc.. John Homer brings experience from previous roles at Portside Wealth, Brigham Young University, Oxford Financial Group, Inc. and Salt Lake Estate Planning Council. John Homer holds a 1976 - 1982 CLU, ChFC in Estate and Business Planning @ The American College. With a robust skill set that includes Wealth Management, Estate Planning, Financial Advisory, High Net Worth Individuals, Business Planning and more. John Homer has 1 mobile phone numbers on RocketReach.
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