Scott Kimball, CFP®
Vice President of Investments at First Western Advisors- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English Native or bilingual proficiency
-
Russian Native or bilingual proficiency
Topline Score
Bio
Credentials
-
Certified Financial Planner
CFP BoardApr, 2016- Oct, 2024
Experience
-
First Western Advisors
-
United States
-
Investment Management
-
1 - 100 Employee
-
Vice President of Investments
-
Aug 2014 - Present
First Western Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Show less
-
-
-
Galileo Financial Group
-
United States
-
Financial Services
-
1 - 100 Employee
-
Financial Advisor
-
Dec 2009 - Aug 2014
Scott Kimball is a Registered Investment Advisor with Galileo Financial Group,LLC. He specializes in helping clients secure and maximize their retirement income as well as meet their financial goals by developing innovative strategies and creating Individualized plans for each client. Scott understands that his clients have worked hard for their money, and it’s his career goal to work just as hard to help protect and grow it.
-
-
Financial Advisor
-
Dec 2009 - Aug 2014
-
-
Education
-
2017 - 2019
Brigham Young University
Master of Business Administration - MBA -
2003 - 2009
University of Utah
Bachelor’s Degree, Economics
Community
