Brennon Bowen, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Senior Associate at Arista Wealth Management. Brennon is responsible for designing, implementing, and monitoring customized financial planning solutions for individuals, families, corporations, and business owners. Brennon also serves on Arista’s Investment Committee.
Brennon earned a dual B.S. in Accounting and Personal Financial Planning from one of the top CFP® Board-Registered Programs in the country at Utah Valley University. Brennon also holds the Accredited Investment Fiduciary (AIF®) designation. Prior to joining Arista in 2017, Brennon worked at a multi-family office in Lehi helping to service ultra-high net worth individuals. He first started his career where he specialized in educational accounts at Fidelity Investments in 2012.
Brennon is a transplant from California to Utah and has embraced being a Utah, Jazz fan whole-heartedly. In his free-time he enjoys camping and hiking with his wife and two children while also volunteering with the local scouting organization.