Craig Jensen

Craig Jensen graduated from Brigham Young University with a degree in Business.  After a successful carrier in the corporate world (which included financial and management responsibilities) Craig joined the financial advisory arena in 2006.  He originally worked with Intermountain Financial Group (now MassMutual Intermountain West), a well-established financial advisory organization in the Salt Lake City, Utah area.

He assisted in opening a regional office in the Saint George, Utah for IMFG.  Responsibilities included training new agents in areas of customer service, asset allocation models, and tools to be successful financial planners. In 2014 he joined YOLO Financial, LLC (an independent RIA) and as a partner. The move to the independent financial world greatly enhances the financial tools Craig offers to provide complete financial objective resources. 

Craig works in both the personal realm as well as the business arena. As an independent Investment Advisor (IA) Craig’s only concern is to provide the right tools, products and analysis to create the optimal basket of products for his clients’ individual needs.  He is not restricted to meeting a company’s quota or guidelines for product production.

Areas of Focus Include:

Ø  Estate planning strategies

Ø  Tax –Managed investment strategies

Ø  Business continuation strategies

Ø  Personal investment services & strategies

Ø  Private Trust companies

Ø  Life insurances

Ø  Long term care (LTC) strategies

Licensing:

Ø  FINRA:

Ø  Series 7 (General Securities)

Ø  Series 66 (Uniform Registered Investment Advisor and Securities Agent State Law)

Insurances:

Ø  Life and Health Insurance

Ø  LTC (Long term care)