ERIC HALVORSEN, CFP®
Director, Wealth Advisor
As a Wealth Advisor, Eric works with high net worth individuals strategizing solutions to reach each client's financial goals; each solution incorporates the unique needs and circumstances of the individual client while considering tax consequences, estate planning and investment objectives. Eric has worked with national financial institutions in investment advisory, brokerage, and retirement planning capacities. Throughout his career Eric has worked closely with both commercial and private banking groups and utilizes his previous experience and knowledge to offer comprehensive financial planning solutions.
Eric earned his bachelor's degree in Business Management with an emphasis in corporate finance from Brigham Young University. He received a Master of Business Administration degree from the Jon M. Huntsman School of Business at Utah State University. Eric is a CERTIFIED FINANCIAL PLANNER™ professional; he is an active participant of the Utah chapter of the Financial Planning Association and has previously served on the chapter's board of directors. Eric is a member of the Salt Lake Estate Planning Council; in addition he participates in the Utah Valley Estate Planning Council, and the BYU Management Society of Salt Lake.
While away from the office, Eric enjoys spending time with his wife and their three children.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.