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Debra Knotts (CFP®, CLU)

Debra Knotts focuses in the
following client markets or areas of practice:

  • Business Owners
  • High Net Worth Client Needs
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Women's Financial Planning Issues

Utah Wealth Management

Retirement Planning

Planning Issues for Business Owners

Additional Information

 

Utah Senior Wealth Advisor and Vice President
Albion’s Board of Directors

National Association of Personal Financial Advisors (NAPFA®)

 

 

Debbie Knotts is a Vice President and Senior Wealth Advisor with Albion Financial Group. Albion is a Utah based Wealth Advisory and Financial Planning firm. Debbie's knowledge, intuitive nature, and compassion have produced strong, successful relationships with clients, many of which she has had for over twenty years.

Beginning with the initial establishment of advisory relationships, Debbie provides ongoing advice on a broad range of financial topics.  She specializes in the coordination of clients' financial issues in business planning, estate planning, risk mitigation and retirement.  Debbie is also very involved in the community, most recently serving as a board member on the Planned Gifts Committee for Primary Children’s Medical Center.

Debbie’s success is due in part to her ability to get deeply involved and collaborate with co-workers, clients, related professionals, and the community in her effort to create the best possible outcome for the situation at hand.

 

 

 

 

 

NAPFA Start Date

February 23, 2004

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be 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.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be 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.

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This Office

812 E 2100 S Salt Lake City, UT 84106-1832 Phone: (801) 487-3700 Fax: (801) 487-3766
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