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Sam Deaver profile image

Sam Deaver

Partner at FirstPurpose Wealth
Intro Book
Experienced wealth management professional with expertise in financial planning and advisory.
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Location
Heber City, Utah, United States, US
Skills
  • Wealth Management
  • Strategic Financial Planning
  • Alternative Investments
  • Financial Advisory
  • Asset Allocation
  • Show all
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Bio

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Sam Deaver is a seasoned wealth management professional with 12+ years of experience in strategic financial planning, alternative investments, and financial advisory. He holds a Bachelor of Science degree in Personal Financial Planning from Utah Valley University and is a Certified Financial Planner (CFP).

Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Mar, 2017
    - Apr, 2026

Experience

  • FirstPurpose Wealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner
      • Jan 2020 - Present

    • Wealth Advisor
      • Jan 2014 - Present

    • Paraplanner
      • Dec 2011 - Dec 2013

      LJCooper Wealth Advisors is a Branch Office of DFPG Investments, Inc. Securities offered through DFPG Investments, Inc. Member FINRA (www.finra.org)/SiPC Third-party posts that appear on this social media site have not be reviewed or approved by DFPG Investments, Inc. or its principals for completeness or accuracy. Additionally, it should be noted the information that has been posted by third-parties does not necessarily reflect the views or opinions of DFPG Investments, Inc. or its representatives.

  • Utah Valley University
    • Student
      • 2009 - 2012

Education

  • 2009 - 2013
    Utah Valley University
    Bachelor of Science (BS), Personal Financial Planning
  • 2010 - 2013
    Woodbury School of Business AT UTAH VALLEY UNIVERSITY, PERSONAL FINANCIAL PLANNING
    Bachelor of Science (BS), Personal Financial Planning
  • 2006 - 2007
    Utah State University
  • MEMBER OF THE NATIONAL HONOR SOCIETY

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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