Whitney Charles, Financial Advisor located in Centerville, UT

Financial Advisor
Whitney Charles

CEPA®, AAMS®
44 East 100 South Suite 200, Centerville, UT 84014opens in a new window
Accepting New Clients
Serving clients with $250,000
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Focus Areas

  • Charitable Giving
  • Estate & Legacy Strategies
  • Divorce Finances
  • Women Investors
  • Farmers and Ranchers
  • Real Estate and Construction

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Skiing
  • Backpacking
  • Gardening
  • Mountain Biking
  • Photography

Team Members

  • Amy Enfield
    Sr. Branch Office Administrator
    FPQP®
  • Sally Newton
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Additional Hours

  • Web Conferencing

Phone

(385) 777-8525

Fax

(877) 222-4433

Office Address

44 East 100 South Suite 200
Centerville, UT 84014opens in a new window

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