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Sam Deaver Location
Heber City, UT, US
Sam Deaver Work
2020 -now Partner @
2014 -now Wealth Advisor @
2011 -2013 Paraplanner @
2012 -now Director @
2009 -2012 Student @
Sam Deaver Education
Utah Valley University
Bachelor of Science (BS) (Personal Financial Planning)
2009-2013
Woodbury School of Business AT UTAH VALLEY UNIVERSITY, PERSONAL FINANCIAL PLANNING
Bachelor of Science (BS) (Personal Financial Planning)
2010-2013
Utah State University 2006-2007
MEMBER OF THE NATIONAL HONOR SOCIETY
Sam Deaver Skills
Wealth Management
Strategic Financial Planning
Alternative Investments
Financial Advisory
Asset Allocation
Risk Management
Insurance
Finance
Investments
Investment Advisory
Financial Modeling
Securities
Portfolio Management
Retirement Planning
Small Business
Investment Strategies
Estate Planning
Retirement
Financial Analysis
Mutual Funds
Asset Managment
Financial Services
Personal Financial Planning
Investment Management
Wealth
Asset Management
Sam Deaver Summary
Sam Deaver, based in Heber City, UT, US, is currently a Partner at FirstPurpose Wealth. Sam Deaver brings experience from previous roles at LJCooper Capital Management, DOMAN.io and Utah Valley University. Sam Deaver holds a 2009 - 2013 Bachelor of Science (BS) in Personal Financial Planning @ Utah Valley University. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Alternative Investments, Financial Advisory, Asset Allocation and more. Sam Deaver has 2 emails and 1 mobile phone numbers on RocketReach.
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