Seth T. Evans, MBA, CRPC

7730 S Union Park Ave, Ste 300
Midvale UT  84047

Phone: (801) 568-2242

Seth T. Evans, MBA, CRPC

My Approach:

Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement® approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement:

(1) Covering essential expenses
(2) Ensuring your lifestyle
(3) Preparing for the unexpected
(4) Leaving a legacy

And I’ll help you make adjustments as needed so you can retire on your terms.

Interests:

- I have the honor of being the 6th member of my family to represent Ameriprise Financial.
- On the weekends I like to hone my skills as a short track speed skater.
- I love spending time with my family and friends.
- I enjoy traveling domestically and abroad.
- I am engaged to be married to my best friend of ten years.

Community Participation:

- I am an active member of my church.
- I serve as an alumni advisor for the Azusa Pacific University SIFE (Students in Free Enterprise) Team

Areas of Focus:

- Family Finances
- Retirement Planning Strategies
- Retirement Income Strategies
- Women's Financial Strategies
- Charitable Giving
- Cash Flow Management Strategies

Experience

Qualifications:

- CFP® CERTIFIED FINANCIAL PLANNER(TM) practitioner
- CRPC® Chartered Retirement Planning CounselorSM
- Series 7
- Series 66
- California Insurance #0H35256

Education:

- Master of Business Administration - Azusa Pacific University
- Bachelor of Arts in Business Administration - Azusa Pacific University

Professional Associations:

Sandy Area Chamber of Commerce

Working Together:

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect:

- Professional help in clarifying your financial goals and priorities
- If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
- Accurate information about our tailored solutions, including risks, benefits and costs

What to bring:

- A list of any questions you have regarding your current financial situation
- Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
- A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals

License Information:

I am licensed and registered to conduct business in UT.

Based on licenses and registrations I hold, I may also conduct business in WA, CA, TX, CO, OH, VA, MN, NV.
CA Insurance #0H35256

SEE IMPORTANT DISCLOSURES:

Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit Ameriprise.com/social for more important disclosures and information.

Financial Advisor and CERTIFIED FINANCIAL PLANNER(TM) practitioner with Ameriprise Financial Services, Inc.

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Parking: Parking Lot

Categories: Bank/Financial Institution, Financial Services, Local Business, Professional Services




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