Vantage Point Wealth Management, LLC

Jesse Dean is a financial advisor at Vantage Point Wealth Management, LLC in Saratoga Springs, UT, with 13 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Jesse has worked at Vantage Point Wealth Management since 2011 and has longstanding affiliations with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2003. He is also president of Vantage Point Financial Services, LLC, an insurance sales business. Vantage Point Wealth Management is an independent registered investment adviser serving individuals, corporate pension and profit-sharing plans, and nonprofit entities. The firm offers comprehensive financial planning, portfolio management, retirement plan design and administration, and insurance products, with a distinctive focus on retirement plan consulting and an AI-assisted trading service.

Zachariah Torres is a financial advisor at Vantage Point Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Vantage Point Wealth Management, he worked at firms including Cetera Advisor Networks, E*Trade Securities, and Securian Financial Services. Vantage Point Wealth Management is an independent registered investment adviser serving individuals, corporate pension and profit-sharing plans, and nonprofit entities. The firm emphasizes a documented risk-profile and goal-oriented planning process, combining fundamental analysis with technical analysis and AI tools for investment selection and trade timing, and offers specialized retirement plan consulting and insurance brokerage services.