Kevan B. Matheson, CFP®Senior Investment Executive
Phone: (435) 652-7000 By training and education, Kevan is a financial planner and has been in practice since 1992. He went to SUU, graduated from Weber State and graduated from the School of Business at Arizona State University in the MBA program. He raised his family in the Northern California Bay Area where they still live. He has been certified as a Financial Planner since 1997. Certification means that he has the responsibility to put the welfare of clients first ahead of his own self-interest and to provide competent financial advice. Most people’s financial lives are scattered, hit-or-miss, and disorganized. What a financial planner does is a little different than most financial salespeople. A planner helps people bring financial matters into focus and helps to build confidence in dealing with financial matters. He helps them make better financial decisions, while building a future roadmap to follow.
As a Senior Investment Executive, his job is to provide financial investments to customers, but this service comes with a good deal of financial advice and insight that customers receive without obligation.
He also provides financial planning services and investment analysis for which customers pay a fee*. Customers can contact Kevan at:
Kevan B. Matheson, CFP®
Senior Investment Executive
SBSU Financial Services
Located at:
State Bank of Southern Utah
River Road Branch
1337 East 170 South
St. George, UT 84790
Phone: (435) 652-7000
Serving Washington County
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