Stephen D. Calder CFP®, AIF
Partner, Managing Director, Wealth Manager
Steve graduated from Brigham Young University with a Bachelor of Science degree in Marketing. He also holds an MBA from the University of Utah. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner as well as an Accredited Investment Fiduciary® (AIF®).
Steve's areas of focus include corporate retirement plan design, IRA's, investments, insurance strategies, and wealth planning.
Steve is actively involved with his family, church, and community. In his spare time, Steve is pursuing a private pilot's certificate. You may also find him on one of the many lakes and rivers in the mountain west with a fly rod in his hand and a smile on his face.
(CA Insurance License Number: 0G35951. Resident state UT.)