Jaron H. Poulson, CFP®
Jaron H. Poulson’s financial planning and investment services practice focuses on helping individuals and families organize, analyze, and plan their financial lives. He very much enjoys working with people who value advice as he works with them in developing their custom financial plan. Much gratification is gained through taking clients through the planning process and seeing them make decisions that not only enhance their current situation but also aim to help provide security and success for them and their future generations to come.
While studying at the University of Utah, Jaron's education focused on the areas of financial planning and economics. He entered the financial industry in 2000 and quickly realized that it was providing advice, not products, to individuals and families that really interested him. In 2002, Jaron shifted his practice to an advice model business: fee-based comprehensive financial planning and investment services. This business structure has given Jaron the ability to provide sound advice without the discussion or selling of financial products. Today, Jaron continues to feel that it is important to initially set aside the discussion of products and companies in order to determine where individuals are today, where they want to be in the future, and—through specific recommendations—develop a road map to help them get there. By utilizing planning first, he can help identify potential gaps and risks that people face in accomplishing their goals. This approach also puts people in a better position to make good decisions about strategies and products they implement.
Jaron has also instructed many retirement classes at local universities and colleges as part of an adult education curriculum. He has had the assignment of associate instructor with the University of Utah Lifelong Learning Program through its Continuing Education department. Course topics include assessing the costs associated with retirement, determining sources of retirement income, improving investment potential, reducing financial risk, and preserving an estate for heirs. Currently, Jaron serves as a member of the faculty at the University of Utah as an associate instructor in the College of Social and Behavioral Science.
With the financial environment constantly changing, Jaron has felt that continuing his education is important. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds several securities registrations, including the FINRA Series 7, 24, 63, and 65 securities registrations through Commonwealth Financial Network®, as well as the life, health, and accident insurance license. Jaron is a member of the Financial Planning Association.
Morgan Barlow was born and raised in Reno, Nevada, and moved to Salt Lake City in 2012. He was drawn to Utah for the many outdoor activities and educational opportunities. Morgan studied at the University of Utah, where he obtained his BA in community and consumer studies with a financial planning emphasis. He began as an intern, working with and shadowing Jaron H. Poulson, CFP®, and is excited with his new permanent role as a paraplanner. He enjoys the experiences of working with individuals as they establish, progress toward, and accomplish their goals.
Morgan comes with years of customer service experience and a dedicated work ethic. He is currently preparing himself to take the CERTIFIED FINANCIAL PLANNER™ exam and licensing exams. When not in the office or studying, he can be found enjoying the outdoors with his wife and son through various activities such as skiing, mountain biking, backpacking, and golfing.
Jordan Novak grew up in Pleasant View, Utah, and moved to Salt Lake City to attend the University of Utah. She graduated in 2013 with a Bachelor's degree in Strategic Communications. Jordan handles client relations, office management, social media, events and other marketing needs. She enjoys the sunshine, being outside, and surrounding herself with friends and family.