I help people make informed investment decisions.
Stemming from a childhood where The Count was my favorite Sesame Street character, and hundreds of hours assisting peers as a volunteer math tutor, life has carefully led me down a path into the financial services industry.
I've worked in the financial industry for over 14 years. I obtained a masters degree in finance and the Chartered Financial Analyst designation. The CFA Institute awards the CFA® designation to those who have passed the CFA Program, a graduate-level self-study curriculum and examination program for investment professionals that covers a broad range of investment topics. The CFA Program requires over 300 hours of study for each of three exams and can take from two to five years to complete.
I know what it feels like to be treated as though I'm not worth someone's time and effort. I'm committed to working with anyone who recognizes the need for a professional partner and wants to be educated throughout the process, regardless of how much money they have.
In addition, I feel uniquely qualified to help businesses:
- Set up new 401(k) plans
- Improve existing plans
- Offer employee education in group settings
- Work one-on-one with employees who desire additional education, truly making the 401(k) a benefit to participants.
If you would like help making investment decisions, then call me today so we can get you started on your journey.
- Retirement Income Strategies
- Portfolio Reviews
- Business Retirement Plans
- Charitable Giving
- Estate & Legacy Strategies
- Special Needs Financial Considerations
My Personal Interests
- Spending Time with Family
- Health & Nutrition
- Personal Fitness
Office Address38 West 200 S
Salt Lake City, UT 84101
Phone NumberAustin Duke at (801) 323-0900
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