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Net Worth Advisory Group of Salt Lake City, Utah, Contributes to Wealth Management Industry Outlook

David Swapp, Certified Financial Planner and partner at Net Worth Advisory Group, a fee only financial planning firm in Salt Lake City, Utah, contributes to a round table discussion concerning the wealth management industry.

 
PRLog - Jan. 17, 2011 - David Swapp, a partner at Net Worth Advisory Group, a fee only financial planning firm located in Salt Lake City, Utah, was recently honored to have the opportunity to contribute to a local round table discussion involving the top financial advisors in the area. The discussion focused on the direction of the financial planning and wealth management industries, and addressed the services that financial planners must perform in order to provide top-level service to their clients. The conversation can be viewed in full in the December 2010 issue of Utah Business Magazine, or on the Utah Business Magazine website.

Mr. Swapp, who is a board member for the Utah branch of the Financial Planning Association (FPA) and a Certified Financial Planner,  has been a fee only financial planner at Net Worth Advisory Group since 2005. He specializes in retirement planning, investment analysis, investment strategy, investment portfolio management, business planning, life/health/disability/long-term care insurance, education planning, and estate planning.

Net Worth Advisory Group offers complimentary consultations to individuals who would like to learn more about their practice, get a second opinion on their financial portfolio, or learn how to enhance their retirement planning efforts.

More information can be obtained at http://networthadvice.com.

About Net Worth Advisory Group

Net Worth Advisory Group is a fee-only financial planning firm in Salt Lake City, Utah. They are a member of the National Association of Personal Financial Advisors (NAPFA) and their advisors are Certified Financial Planners.

Contact Info

Visit Net Worth Advisory Group's home page and view their blog at http://networthadvice.com. Their office can be phoned at (801) 566-6639.

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Fee-Only Financial Planner
Net Worth Advisory Group
9980 South, 300 West Suite 110
Sandy, Utah 84070

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Contact Email:
***@networthadvice.com Email Verified
Source:Net Worth Advisory Group
Phone:801-566-0740
Zip:84101
City/Town:Salt Lake City - Utah - United States
Industry:Business, Finance, Services
Tags:retirement, investing, financial advisor, financial planner, 401k, 401(k), ira, investments
Shortcut:prlog.org/11228364
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