Stan Plaisier
Financial Advisor at Trek Financial
Based in Park City, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Park City
Industry
Financial Services
Company size
47
Contact information
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s•••••••@trekfinancial.com
Phone
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Background
About Stan Plaisier
As a financial advisor, I strive to bring the knowledge my clients need to navigate today’s complex financial landscape. With this goal in mind, I have chosen to partner with BCJ Financial Group, a Registered Investment Advisory firm. Aligning with BCJ Financial Group (BCJ) has allowed me to remain an independent advisor, while BCJ is able to provide me with business support resources and an integrated technology platform. The BCJ Investment Committee has developed investment strategies that can be matched to a client’s time frame, financial goals and risk tolerance. BCJ investment options include tactical models that adjust asset allocations depending on market conditions. In addition, BCJ provides an advisor network, through which I am able to collaborate and exchange knowledge and insight to better serve my clients. I provide fee-only investment management and financial planning services to clients throughout the United States, with most of my clients currently residing in Utah. My clients include individuals, families, small business retirement and profit sharing plans, trusts, estates and charitable organizations. My base of operations is located in Park City, Utah, and I also have a second office in Springdale, Utah that services clients in the St George area. I enjoy participating in the communities I live in. I currently serve on the Boards of 4 non-profit organizations including Trails Utah, a Park City water company, and homeowner associations in Park City and Springdale Utah. In my spare time, I practice my engineering skills by helping design, construct and maintain back country natural surface and paved multi-use trails.
Decision-makers
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Ethan Venvertloh
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- JODirector
James Ohanlon
Head of Derivatives and Portfolio Management · Finance & Accounting
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