Jesse Lugenbeel CFP®, ChFC®Wealth AdvisorSouth Jordan

Jesse Lugenbeel CFP®, ChFC®
Wealth Advisor
South Jordan

(801) 438-4770

jesse.lugenbeel@americafirst-lpl.com

6924 S. 2300 E.
Salt Lake City, UT 84121

Jesse enjoys helping individuals, families and businesses at America First Investment Services reach their financial goals by offering detailed financial advice through wholistic financial planning techniques. He is deeply committed to his client's wellbeing and strives to listen and provide them with guidance in accordance with each client's unique circumstances.

When not working, he loves to spend time with his family outdoors either skiing, boating or any other activity Utah has to offer. Jesse is a Certified Financial Planner (CFP®) professional, a Chartered Financial Consultant (ChFC®), and holds his FINRA Series 7, 63, and 65 securities licenses. He is also licensed in Utah and various other states to provide life and health insurance as well. It has always been Jesse's belief that the HIGHEST compliment he could ever receive as a financial planning professional is a client referral. Please feel free to always pass along the name of anyone who you believe would benefit from a discussion with our team.

Contact

Office: (800) 999-3961

1344 W. 4675 S.

Riverdale , UT 84009

info@americafirst-lpl.com

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