Danielle Gregory, CFP®

Senior Wealth Advisor at Albion Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
Salt Lake City, Utah, United States, US

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Credentials

  • Producers Combined Life, Accident and Health License
    INSURANCE, UTAH DEPT OF
    Mar, 2021
    - Sep, 2024
  • Certified Financial Planner (CFP)
    CFP Board
    Dec, 2019
    - Sep, 2024
  • Series 65
    FINRA
    Dec, 2015
    - Sep, 2024
  • Registered Paraplanner
    College for Financial Planning
    May, 2013
    - Sep, 2024

Experience

  • Albion Financial Group
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Senior Wealth Advisor
      • Jan 2020 - Present

    • Wealth Builder Advisor
      • Aug 2015 - Jan 2020

    • Paraplanner
      • Aug 2011 - Aug 2015

Education

  • University of Utah
    Bachelors Degree, Political Science
    2006 - 2010

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