Jeff Zesiger, MS, CFP®

President & CEO at UMA Financial Services
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Contact Information
us****@****om
(386) 825-5501
Location
Centerville, Utah, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Professional working proficiency
Skills

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Credentials

  • Accredited Asset Management Specialist - AAMS
    College for Financial Planning
  • Certified Financial Planner - CFP
    Certified Financial Planner Board of Standards, Inc.
  • Master Planner Advanced Studies - MPAS
    College for Financial Planning

Experience

  • UMA Financial Services
    • United States
    • Financial Services
    • 1 - 100 Employee
    • President & CEO
      • Apr 2009 - Present

      Financial Planning and wealth management for Utah Medical Association member physicians and their families. Financial Planning and wealth management for Utah Medical Association member physicians and their families.

  • Charles Schwab & Co.
    • United States
    • Medical Practices
    • Vice President - Financial Consultant
      • Jun 2006 - Apr 2009

      • Management of financial affairs for select individuals and families throughout Utah, Montana, and Wyoming. • Management of financial affairs for select individuals and families throughout Utah, Montana, and Wyoming.

  • Goldman, Sachs & Company
    • Section Manager – Investment Management Division
      • Oct 2000 - Jun 2006

      Management oversight of daily work and career progression for multiple teams and the resolution of complex issues. Previous responsibilities included managing wealth for high-net-worth individuals, trading securities and acquiring new clients. Management oversight of daily work and career progression for multiple teams and the resolution of complex issues. Previous responsibilities included managing wealth for high-net-worth individuals, trading securities and acquiring new clients.

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Financial Representative
      • Jul 1995 - Oct 2000

      Acquisition and management of client relationships. Client assistance with investment selection and insurance products, financial planning and portfolio reviews. Training other representatives and conducting seminars. Acquisition and management of client relationships. Client assistance with investment selection and insurance products, financial planning and portfolio reviews. Training other representatives and conducting seminars.

  • Precision Time
    • United States
    • Retail
    • Store Manager
      • Jan 1994 - Jul 1995

Education

  • College for Financial Planning
    Master of Science (M.S.), Personal Financial Planning
    2011 - 2013
  • Westminster College
    Bachelor of Arts (B.A.), Communication and Media Studies
    2001 - 2003
  • Salt Lake Community College
    Associate of Science (A.S.), General Studies
    1999 - 2001

Community

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