Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Jeffrey Zesiger (CRD# 2649450) is an Investment Advisor Representative working at Uma Financial Services Inc. in Salt Lake City, UT and has over 21 years of experience in the finance industry. Jeffrey Zesiger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
As a Brigham Young University - Idaho Alum, Brady graduated with a degree in Business Management with an emphasis in Finance and Economics. While at BYU-Idaho he served as the University Student Body President and received the prestigious Newel K. Whitney Scholar award. Following his lifelong passion for knowledge, Brady completed all the requirements to become a Certified Financial Planner™ practitioner; which included a rigorous 7-hour board approved examination on Ethics, Tax, Insurance, Investments, Employee Benefits, and Estate Planning. In addition to completing his CFP®, Brady earned his...
Alan Battles (CRD# 1008455) is an Investment Advisor Representative working at Brighton Wealth Management, Inc. in Salt Lake City, UT and has over 34 years of experience in the finance industry.
Lowell Crabb (CRD# 5188240) is an Investment Advisor Representative working at Drive Wealth Management, LLC in Lehi, UT and has over 9 years of experience in the finance industry.
Drive Wealth Management is an independent wealth advisory firm. We specialize in serving business owners, corporate executives, and high net worth individuals.