John Homer Email & Phone Number
Wealth and Retirement Strategist
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John Homer Location
- Salt Lake City, UT, US
John Homer Work
- 2023 -now Investment Advisory Services @ Portside Wealth
- 1984 -now Wealth and Retirement Strategist @ Oxford Financial Group, Inc.
- 1989 -2016 Chair Grant Taggart Symposium @
- 1984 -2009 Family Wealth Counselor @ Oxford Financial Group, Inc.
- 1990 -1991 Past President @ Salt Lake Estate Planning Council
- 1988 -1989 Past President @ Utah Association of Insurance and Financial Advisors
- 1981 -1982 Past President @ Utah Society of Financial Service Professionals
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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