Colton Peck, CFP®, AEP® in

Colton Peck, CFP®, AEP®

Critic · DISC type C
Financial Planning Manager at EP Wealth Advisors
📍 Salt Lake City, Utah, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
9 Years
Current Role
Financial Planning Manager
Job Level
Middle
Location
Salt Lake City, Utah, United States
Personality Overview

How Colton shows up

ROI Driven
Precise
Negotiator

It is very likely that they will negotiate pricing or other important terms. Unless the value is proven by data, they are unlikely to value fancy features. They prefer to do logical analysis and value evidence over emotions.

Priorities

Topics Colton cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

3-2025
Financial Planning Manager
EP Wealth Advisors
10-2023 - 3-2025
Senior Financial Planner
EP Wealth Advisors
1-2020 - 9-2023
Wealth Planner
Zions Bancorporation
1-2019 - 12-2019
Wealth Department Specialist
Zions Bancorporation
5-2018 - 12-2018
Wealth Management Intern
Zions Bancorporation
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2016 - 2019
GPA 3.98
Utah Valley University
2010 - 2014
Education details unavailable
South Summit High School
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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