11 May Congrats to Scott Kimball for CFP® Certification
Scott Kimball, CFP®, Vice President of Investments at First Western Advisors in Salt Lake City, UT has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Scott has worked at First Western Advisors since 2014 and specializes in comprehensive financial planning and asset management.
The CFP® mark identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Scott graduated with honors from the University of Utah where he received his Bachelor’s Degree with an Economics major and Russian minor. In 2009 he began his career at New York Life Insurance Company and he later moved to Galileo Financial Group where he became a comprehensive financial planner. At First Western Advisors, Scott is committed to the financial success and confidence of each and every client. His goal is to help keep investors on the path toward financial security and independence through holistic financial planning and asset management.
Outside of work, Scott enjoys spending time with his wife, Sara, his son Owen and their white retriever, Blanca. His passions include traveling, snow skiing, road biking and spending time with family and friends.
First Western Advisors is thrilled to have Scott as part of our team of financial professionals and congratulate him on this educational achievement. The CFP designation take hundreds of hours of intense advanced financial education that will benefit his clients immensely.
If you would like to congratulate Scott, or have a question regarding financial planning, feel free to send him a message at firstname.lastname@example.org.