Scott Sayre Email & Phone Number
Advanced Wealth Strategist, Partner @ EP Wealth Advisors
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Scott Sayre Location
- Salt Lake City, UT, US
Scott Sayre Work
- 2024 -now Advanced Wealth Strategist, Partner @
- 2014 -now Instructor @ Kaplan University
- 2020 -2023 Financial Planning Manager @
- 2004 -2020 Director of Planning @
- 2014 -2015 Instructor @ Kaplan University
- 2002 -2004 Vice President and Founding Partner @ Family Wealth Advisors
- 1989 -2002 Vice President @ Progressive Planning, Inc.
Scott Sayre Education
- College for Financial Planning
Master's degree (Financial Planning and Services)
1998-1999 - College for Financial Planning
(CFP Professional Education Program)
1990-1991 - Brigham Young University
Bachelor (Finance)
1981-1985
Scott Sayre Skills
- Strategic Financial Planning
- Investment Advisory
- Strategic Planning
- Tax
- Asset Allocation
- Strategy
- Wealth Management
- Estate Planning
- Investments
- Retirement Planning
- Mutual Funds
- Process Improvement
- Business Strategy
- Portfolio Management
- Retirement
- Financial Advisory
- Financial Planners
- Sales
- Public Speaking
- Microsoft Excel
- Strategic Financial
- Business Development
Scott Sayre Summary
- Scott Sayre, based in Salt Lake City, UT, US, is currently a Advanced Wealth Strategist, Partner at EP Wealth Advisors. Scott Sayre brings experience from previous roles at Kaplan University, EP Wealth Advisors and The Insight Group, Inc.. Scott Sayre holds a 1998 - 1999 Master's degree in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Strategic Financial Planning, Investment Advisory, Strategic Planning, Tax, Asset Allocation and more. Scott Sayre has 1 emails and 2 mobile phone numbers on RocketReach.
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