Private Advisory Group
Wes Jensen, AIF®, CPFA™, QKA

Advisors

Wes Jensen, AIF®, CPFA™, QKA

Senior Advisor

Biography

For more than 20 years, Wes has helped employers and their employees pursue stronger financial outcomes through thoughtfully designed workplace retirement plans. He advises plan sponsors on plan design, fees, investment selection, participation, and fiduciary governance, translating a highly technical area into practical decisions for leadership teams and retirement committees. Wes holds the Accredited Investment Fiduciary®, Certified Plan Fiduciary Advisor, and Qualified 401(k) Administrator credentials and studied at Utah State University's Jon M. Huntsman School of Business.

Industry experience
20+ years
Education
Utah State University, Jon M. Huntsman School of Business
Role
Senior Advisor