Adam Lefler Email & Phone Number

Adam has over 15 years of experience as a Comprehensive Financial Planner, Wealth Management Professional, Retirement Income & Distribution Specialist and Investment Research.Upon graduating from the University of Utah with a Bachelor’s degree in Economics (2010), Adam began working with his own clients. As a Wealth Advisor with Coign Capital, Adam has focused his attention on portfolio management and helping his clients achieve financial security through comprehensive financial planning.Adam returned to the University of Utah to acquire a Master of Science in Finance (2016) where he furthered his knowledge about individual stock selection, bond valuation and analysis, business valuation techniques (Public & Private) and Modern Portfolio Theory.Adam currently lives in Draper with his wife, Brittany, and their three children, Berendt (Bear), Emmeline (Emma) and Rockwell. When he’s not at work, he spends his free time camping, hiking and traveling. He also enjoys reading and attending local venues for concerts, theatre and musicals.

Listed skills include Financial Analysis, Wealth Management, Microsoft Excel, Investments, and 4 others.