PROFi - Professional Financial Planning Information
Contact top employees from
PROFi - Professional Financial Planni...
Summary
Welcome! The Professional Financial Company LLC dba PROFI is an investment advisor registered with the SEC.
PROFi offers holistic financial planning dedicated to helping clients achieve ...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
Fiduciary Financial Planning, Investment Management, Retirement Planning, Social Security Optimization, Tax Reduction Strategies, Estate Planning Guidance, Retirement Plans, Corporate Investments, Education Savings, Accredited Investor Services, SMB, Certified Financial Planner, Accredited Investment Fiduciary, business exit planning, wealth management, family office services
Founded
2018
Contact PROFi - Professional Financial Planning
Organization Website
Phone Number
801-701-2345
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at PROFi - Professional Financial Planning shows a diverse range of experience levels:
13% have been with the company for less than 1 year13% for 1–2 years25% for 3–4 years38% for 5–7 years13% for 8–10 yearsEx-employees positions
In Company
In New Company
Contact top employees from
PROFi - Professional Financial Planni...
W Bruce Miller MBA
Co-Founder & President
Ethan Gividen
Intern
Samuel Brasher
Associate Financial Advisor
Mary Miller
CXO
Luke Wonnacott
Associate Financial Advisor
Rachel Smith
Executive Administrative Assistant
