Strategic Planning Group

John Park is a financial advisor with Strategic Planning Group in Bountiful, Utah, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. Outside of advisory work, he operates a sole proprietorship engaged in reselling goods online. Strategic Planning Group provides fee-based financial planning and discretionary portfolio management to individuals, corporations, and retirement plans. The firm constructs customized portfolios using a combination of in-house models, third-party managers, and direct indexing, incorporating technical and cyclical analysis as part of its investment approach.

Jordan Bailey is a financial advisor at Strategic Planning Group with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Fidelity in various roles from 2014 to 2026. Strategic Planning Group provides fee-based financial planning and discretionary portfolio management to individuals, corporations, business entities, and retirement plans. The firm tailors portfolios to client objectives and risk tolerance, employing a range of investment strategies including third-party managers, model portfolios, direct indexing, and alternative asset classes, supported by software and AI tools.

Alexander Craner is a Series 65-licensed financial advisor with Strategic Planning Group in Bountiful, Utah, with five years of industry experience. Prior to joining Strategic Planning Group, he worked at JP Morgan Chase Bank for two years. He also operates as a sole proprietor offering insurance product sales and services. Strategic Planning Group provides fee-based financial planning and discretionary portfolio management to individuals, corporations, and retirement plans, with a focus on customized asset management and the use of technical and cyclical analysis in security selection. The firm serves a large client base per advisor and regularly offers educational seminars and workshops.

Ethan Call is a financial advisor at Strategic Planning Group in Bountiful, UT, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Wells Fargo Advisors and Northwestern Mutual. Strategic Planning Group offers fee-based financial planning and discretionary portfolio management to individuals, corporations, and retirement plans. The firm customizes portfolios using in-house and third-party models, incorporates technical and cyclical analysis, and employs software and AI tools to support client services.

Thomas Craner is a financial advisor with Strategic Planning Group in Bountiful, UT, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Pursche Kaplan Sterling Investments and Cambridge Investment Research. Outside of advising, he works as an independent insurance agent. Strategic Planning Group provides fee-based financial planning and discretionary portfolio management to individuals, corporations, business entities, and retirement plans. The firm offers customized asset management through in-house models or third-party managers, uses technical and cyclical analysis in security selection, and employs software and AI tools to support client services.

Ryan Craner is a financial advisor with Strategic Planning Group in Bountiful, Utah, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has held roles at firms including Purshe Kaplan Sterling Investments and Cambridge Investment Research and has managed his own business entities such as Craner Holdings, LLC. Outside of advisory work, he is an officer and director at Action Recovery Group, where he provides management, lectures, and counseling. Strategic Planning Group offers fee-based financial planning and discretionary portfolio management to individuals, corporations, business entities, and retirement plans. The firm constructs customized portfolios using in-house models and third-party managers, incorporating technical and cyclical analysis, as well as occasional exposure to emerging asset classes.

Mathew Park is a financial advisor at Strategic Planning Group with one year of industry experience. He holds a Series 65 designation and has previous work experience at Seven Multi-Site Solutions, CoolSys - Refrigeration & HVAC Systems, LuxBuilt LLC, and Comfort Systems USA (Intermountain), Inc. Strategic Planning Group provides fee-based financial planning and discretionary portfolio management to individuals, corporations, business entities, and retirement plans. The firm constructs customized portfolios aligned with client objectives and risk tolerance, utilizing in-house models, third-party managers, and various investment strategies including technical and cyclical analysis.

William Draper is a financial advisor at Strategic Planning Group with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Foresight Wealth Management and Utah Retirement Systems. Draper joined Strategic Planning Group in 2021. Strategic Planning Group provides fee-based financial planning and discretionary portfolio management to individuals, corporations, and retirement plans. The firm constructs tailored portfolios using in-house models, third-party managers, and alternative strategies, and it incorporates technical and cyclical analysis along with technology tools to support client services.