Brock Alvord

Associate Vice President, Wealth Advisor
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Areas of Expertise

Goal Alignment
Tax Strategies
Asset Allocation
Retirement Planning
Estate Planning

Qualifications & Experience

  • BS in Personal Financial Planning and Minor in Business Management, Utah Valley University
  • CERTIFIED FINANCIAL PLANNER® Professional
Salt Lake City, UT

Media

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Words to Live By

I can accept failure, everyone fails at something. But I can’t accept not trying.
Michael Jordan

Client Experience Professionals

Team Members

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About

Brock enjoys working with individuals and families to help them strategically utilize their financial resources to match their values, reach their goals, and pursue fulfilling lives. He prides himself on being a curator of great ideas and unique strategies to help those he works with achieve financial security.  

A CERTIFIED FINANCIAL PLANNER™, Brock received his undergraduate degree from Utah Valley University with a concentration in Personal Financial Planning and a minor in Business Management. He is an avid reader and podcast enthusiast who is obsessed with continuously learning and growing.

Brock and his wife, Shelby, are based in Pleasant Grove, Utah, with their children, Briggs and Covey. Brock relishes time with family and friends, as well as fishing, hiking, and fantasy football.