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FORM ADV PART II
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CONTACT US
We look forward to speaking with you about your financial needs. Click Here to go to our contact form.
(801) 355-5210
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| The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. |
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| NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. |
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| A Financial Advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. |
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What is a Certified Financial Planner™ professional?
According to the Wall Street Journal, there are more than 100 different titles and designations used in the financial services industry. Most are mere marketing tools and are easy to obtain. Many designations are used to provide a professional aura for salespeople who work with brokers and insurance companies. |
| The Journal calls the Certified Financial Planner™ or CFP® mark the gold standard in the financial advisory industry because it requires a strong commitment to obtain and maintain the mark. CFP® professionals must complete prerequisite educational standards before being allowed to sit for the two-day comprehensive CFP® exam. The exam requires the aspiring financial planner to show competency in all areas of financial planning—including tax planning, investments, estate planning, employee benefits and insurance. There are also industry experience requirements and strict continuing education standards required to obtain and maintain the CFP® mark. Please visit www.CFP.net to learn more about the profession of financial planning and the CFP® mark. |
| Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the United States, which awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. |
Kent L. Wilson, CFP®, CPA
President of Wilson Financial Advisors, Inc., Kent is a Certified Public Accountant as well as a Certified Financial Planner™ professional. He is also a NAPFA-Registered Financial Advisor. Kent graduated from Utah State University with a B.S. degree in accounting. Prior to joining WFA, Kent was with a CPA firm for eight years, giving him an extensive background in tax planning. Kent joined Wilson Financial Advisors in May 1994. Kent has been quoted in Smart Money magazine and the Wall Street Journal. He was recognized as being one of the top 150 financial planners in the nation in 2000, 2002, 2004, 2006 and 2008 by Medical Economics magazine. |
Thomas Fritz, CFP®
Vice president of Wilson Financial Advisors, Inc., Thomas Fritz is a Certified Financial Planner™ certificant who has worked with WFA since 1993. Thomas holds a B.S. degree in business management from Brigham Young University, Hawaii. Before joining WFA, he had more than four years’ experience in the financial planning field. Thomas specializes in investment analysis and portfolio strategies for clients, including maximization of diversification to reduce risk. Thomas designs and presents educational seminars for WFA clients on a variety of financial planning and investment topics. He also works with 401(k) plans to educate participants about sound investment principles. Thomas has been interviewed many times by local and national media about the financial planning profession and current topics of interest. He also presents seminars at professional organizations. |
Nick Cosky, CFP®
Nick joined Wilson Financial Advisors in 2006 after spending time at Foreign Policy magazine and the Smithsonian Institution. His undergraduate degree is from Lawrence University with majors in history and English. While continuing to build his client base, Nick assists both partners with the day-to-day planning duties of the firm’s clients. Nick is a Certified Financial Planner™ professional and holds a Series 65 license. |
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