- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Salt Lake City, UT 84106
John Bird 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?
Masters of Business Administration, University of Utah
Bachelor of Arts, Middlebury College
John Bird's fascination with social and economic systems gives invaluable context to Albion’s investing and wealth-management strategies. Specializing in complex financial planning issues, client investment policy formulation, and private account portfolio structure, he helps each client chart a course for long-term prosperity. Empowering clients to make educated decisions in an ever-changing world is his passion.
John has received numerous recognitions in national and local publications including Bloomberg Magazine, Worth Magazine, Medical Economics, The Salt Lake Tribune and Deseret News. John currently serves as a member of the CFA Institute, the Salt Lake Society of Financial Analysts, the Utah Estate Planning Council and as Finance Chair on the Board of Trustees of Rowland Hall School. He has also served as a board member for the Utah Chapter of the Financial Planning Association, and as Chairman of the Western Region of the National Association of Personal Financial Advisors.
At home, John and his wife try to stay a step ahead of their two boys, but with increasing frequency, have to settle for being one step behind.