John Bird, CFA, CFP®, MBA
President
John Bird is President, Principal, and co-founder of Albion
Financial Group.
Mr. Bird has received numerous mentions in national and
local publications including Bloomberg Magazine, Worth Magazine,
Medical Economics, The
Salt Lake Tribune, and Deseret
News.
John has been providing private account investment management
and fee-only financial planning with Albion since 1982.
He specializes in complex financial planning issues, formulation
of client investment policies, and private account portfolio
structure. Other areas of expertise include diversification
of concentrated stock positions, retirement planning, sensitivity
analysis, and estate planning.
He has a Chartered Financial Analyst® (CFA®) designation,
is a CERTIFIED FINANCIAL
PLANNER™ practitioner, and a
member of the National Association of Personal Financial
Advisors. John received a Master's degree in Business Administration
from the University of Utah, and a Bachelor of Arts degree
from Middlebury College.
John is a member of the CFA
Institute, and a member of the Salt Lake Society of
Financial Analysts. He is also a member of the Utah Estate
Planning Council, a past Board Member of the Utah Chapter
of the Financial Planning Association, and has served as
Chairman of the Western Region of the National
Association of Personal Financial Advisors (NAPFA) and
as a member of the National Board of NAPFA .
In his spare time John and his wife try to keep up with
their two young boys.
