About Uintah Financial Consulting of Utah

water crop.jpg

Uintah Consulting is an independent financial planning consulting office. We are not associated with any law or accounting firm, nor are we affiliated with any financial/investment firm, yet we will work with any and all attorneys, accountants and financial firms in whatever capacity the client requires. In addition, we have established great relationships while working for larger financial corporations, which we leverage for the benefit of our clients.

Because we are independent, no corporate policies, regulations, procedures, or sales goals will drive the services that we offer. This guarantees that the services we provide are in the highest and best interest of our clients.

Simply put, we provide our clients with financial peace of mind, which is something everyone wants.

Click here for a complete listing of our services.

 

About Mariana L. Mavor, CFP®


MarianaLMavor-full retouchedMariana L. Mavor, CFP® founder of Uintah Consulting, brings over fifteen years of financial experience having spent over half of her twelve years in banking in the wealth management areas of both The Private Bank at Wells Fargo Bank and Zions Bank in Salt Lake City, Utah.

While at Wells Fargo, Ms. Mavor managed a portfolio of high net worth clients and established relationships across multiple lines of business.

Ms. Mavor also acted as liaison between clients and multiple professionals from trust and estate planning, financial planning, discretionary and non-discretionary investment management, business succession planning, life and real insurance services, philanthropy and other areas of wealth management. This helped align clients with the appropriate products and services while maintaining a local, single point of contact.

She has also facilitated the design of sophisticated estate plans in collaboration with clients’ legal counsel in addition to becoming an integral part in the execution of such plans. This ranged from the day-to-day money/transaction flow management and titling of assets to regular meetings with CPAs to assist in providing accurate information for recording and tax purposes.

Credentials

  • 15 years of experience in the financial services industry

  • CERTIFIED FINANCIAL PLANNER™ - 2014

  • Executive Master of Business Administration – University of Utah, Salt Lake City, Utah - 2008

  • Bachelor of Science – Double Major in Economics and International Business – Westminster College, Salt Lake City, Utah - 2000

References are available upon request.