John Bird (BA, CFA, CFP®, MBA)
John Bird focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Divorce Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Alternative or Private Investments
- Divorce Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
A secure financial future is obtained through clearly stated goals and attention to the many components of your financial life. While many of the services outlined below are the building blocks of a plan they must be addressed through an overriding view of what it is you are trying to accomplish. At the beginning of your relationship with Albion, and constantly throughout the process, Albion works to understand your personal financial and lifetime goals. An understanding of who you are and what you would like to accomplish provides the essential framework for our efforts on your behalf. Our objective is to help you make a series of good financial decisions year after year.
Additional Information
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.
NAPFA Start Date
March 13, 1995
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.