Jake Cazier, CFP® in

Jake Cazier, CFP®

Activist · DISC type Cd
Wealth Advisor, Owner at Canyon Strategic Wealth
📍 Farmington, 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
11 Years
Current Role
Wealth Advisor, Owner
Job Level
Junior
Location
Farmington, Utah, United States
Personality Overview

How Jake shows up

Meticulous
Value Conscious
Logical And Quick

They focus on objectivity in a pitch and pay little attention to bells and whistles. They respond well to confident salespeople. They can be nudged to make faster decisions by offering what they value.

Priorities

Topics Jake cares about

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

Work history

12-2023
Wealth Advisor, Owner
Canyon Strategic Wealth
12-2023
Investment Advisor Representative
Portside Wealth Group
1-2019 - 1-2024
Wealth Advisor
Oak Lane Advisors
12-2017 - 12-2018
Paraplanner
Oak Lane Advisors
2-2017 - 12-2017
Intern
Oak Lane Advisors
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2015 - 2018
Bachelor of Science (B.S.)
Utah State University
2019 - 2020
Certified Financial Planner Education
Northwestern University
2008 - 2012
High School
Logan 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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