Strategic Planning Group

John Park is a financial advisor with Strategic Planning Group in Bountiful, Utah, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. Outside of his advisory work, he operates a sole proprietorship reselling goods online. Strategic Planning Group serves individual and high-net-worth clients with discretionary investment management, financial planning, and retirement-plan advisory services. The firm manages portfolios primarily on a discretionary basis, using technical and cyclical analysis along with third-party sub-advisors to tailor investments to client objectives and risk tolerance.

Jordan Bailey is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been associated with various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across diversified investment vehicles and is noted for its use of AI and formal advisory roles to multiple registered investment companies.

Alexander Craner is a financial advisor at Strategic Planning Group with a Series 65 credential and four years of industry experience. He previously worked at JP Morgan Chase Bank from 2017 to 2019 and operates a sole proprietorship focused on insurance product sales and services. Strategic Planning Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients, managing portfolios primarily on a discretionary basis and utilizing technical and cyclical analysis. The firm serves a high volume of clients and offers educational seminars and workshops at no charge.

Ethan Call is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of finance, he has experience working in small business environments including moving and car wash services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options alongside traditional investment choices.

Thomas Craner is a financial advisor with Strategic Planning Group in Bountiful, UT, holding Series 63 and Series 65 licenses and having nine years of industry experience. His work history includes roles at Pursche Kaplan Sterlings Investments and Capital Concepts. He is also an independent insurance agent involved in insurance product sales and client services. Strategic Planning Group provides discretionary investment management, financial planning, retirement-plan advisory, and qualified plan consulting for individual and high-net-worth clients. The firm manages portfolios tailored to client objectives and risk tolerance, utilizing technical and cyclical analysis alongside model portfolios and third-party Sub-Advisors.

Ryan Craner is a financial advisor with Strategic Planning Group in Bountiful, UT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at several firms including Purshe Kaplan Sterling Investments and Cambridge Investment Research. Outside of his advisory role, Craner serves as an officer and director of Action Recovery Group, where he is involved in management and educational activities. Strategic Planning Group provides discretionary investment management, financial planning, and retirement-plan advisory services primarily for individual and high-net-worth clients. The firm uses technical and cyclical analysis and incorporates model portfolios and third-party sub-advisors in its tailored portfolio management approach.

Mathew Park is a financial advisor at Strategic Planning Group with a Series 65 designation and two years of industry experience. Prior to joining the firm, he worked at Seven Multi-Site Solutions and CoolSys, with additional experience at LuxBuilt LLC and Comfort Systems USA. Strategic Planning Group provides discretionary investment management, financial planning, and retirement-plan advisory services primarily for individual and high-net-worth clients. The firm manages portfolios based on client objectives and risk tolerance, using technical and cyclical analysis along with model portfolios and third-party sub-advisors.

William Draper is a financial advisor with Strategic Planning Group in Bountiful, UT, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Foresight Wealth Management, Utah Retirement Systems, and Martin Worley Group. Strategic Planning Group offers discretionary investment management and financial planning services primarily for individual and high-net-worth clients. The firm tailors portfolios to client objectives and risk tolerance, utilizing technical and cyclical analysis alongside model portfolios and third-party sub-advisors.