Hyrum  Smith

Hyrum Smith

| Ph.D., CFP®, CPA

Financial Planning Office LLC

(801) 466-4101

Contact Me

www.fpoffice.com

Fee-Only Financial Planner serving the Salt Lake City, UT area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Visit Us

1308 South 1700 East
Suite 208
Salt Lake City, UT 84108

1411 West 1250 South
Orem, UT 84058

Hyrum Smith is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Professional Designations

  • Certified Public Accountant – Since 2004
  • Certified Financial Planner® –Since 2011
  • Candidate for Chartered Financial Analyst (CFA) Level II—Since 2009
  • Fee-only NAPFA Member– Since 2014

Education

  • Ph.D. in Personal Financial Planning, Texas
    Tech University, 2010
  • Masters in Business Administration (MBA),
    University of Utah, 2003.
  • Bachelors of Science in Accounting, Utah
    State University, 2002
  • 50 hours of continuing education each year,
    2004- present

Financial Work Experience

  • Financial Planning Office, April 2015- present
  • Utah Valley University, Professor of Practice in CFP® registered Personal Financial Planning Program, May 2015- present
  • Utah Valley University, Assistant Professor in CFP® registered Personal Financial Planning Program, 2013- April 2015
  • Virginia Tech, Assistant Professor in CFP® registered Personal Financial Planning Program, 2009- 2013
  • SuperValu (formerly Albertsons) headquarters, Senior Treasury Analyst, 2005-2007
  • KPMG, LLP (CPA firm), 2003- 2005
  • Zions Bank, Fixed Income Department, 2002-2003

Teaching \ Seminars \ Speaker

  • National Financial Planning Association
  • Utah Financial Planning Association
  • Utah Valley University Business & Economic Forum
  • Academy for Financial Services
  • Financial Management Association
  • Various other conferences

Publications and Interviewed

  • U.S. News & World Report
  • Retirement Weekly of MarketWatch (The Wall Street Journal)
  • Journal of Financial Planning
  • Journal of Personal Finance
  • Journal of Financial Services Professional
  • Family and Consumer Sciences Research Journal (2015 Best Paper Award)
  • Various other publications

Community Service

Many church and civic responsibilities over the past 20 years including:

United Way, Volunteer Income Tax Assistance, CFP® Subject Exam Expert, Boy Scouts of America, Big Brothers Big Sisters, and personal finance classes for high school and college students

Was recently awarded 2015 Ian Wilson Community Engagement Award from Utah Valley University.

Personal

Hyrum enjoys attending musical/plays with his wife, coaching his children’s sports teams, college sports, reading, hiking, and is curious about learning almost anything new. He really enjoys getting to know different individuals and helping them accomplish their financial goals.