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JT Ferrin, CFP®
Managing Director
Philosophy
In my philosophy, investment management is just the starting point of a truly comprehensive financial plan. I believe the real essence of financial freedom lies in addressing every corner of a client’s financial life. It’s about ensuring cash flow needs, estate plans, and tax strategies are all harmonized so that clients find peace of mind in more than just their portfolio. When we look beyond market volatility and focus on the entire picture of what truly matters to them and their families, we unlock a deeper sense of financial security and freedom. In the end, it's about seeing the full picture and knowing that true peace of mind comes from that holistic approach.
Why I Do This Work
I do this work because I genuinely love making a real difference in people's lives. Finances are such a major component of life, and by helping people manage that part well, I can help them achieve the lifestyle and peace of mind they're striving for. It's a bit like my time in search and rescue—there's something deeply rewarding about knowing you’ve helped take care of someone’s well-being. In this case, it’s about ensuring their financial future is as secure and fulfilling as possible.
Certifications & Background
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CERTIFIED FINANCIAL PLANNER™ (CFP®)
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Bachelor’s degree - Brigham Young University