Colton Etherton, CFP®

Colton Etherton, CFP®, has a diverse work experience spanning a wide range of roles in the financial industry. Colton is currently a Customer Success Manager at The Elements Financial Monitoring System™, a role they have held since January 2023. Prior to this, Colton founded Out of the Office Planning in 2021, where they served as a Financial Planner.

Colton has also made significant contributions as a Board Member of the Memory Keepers Foundation since August 2015. Earlier in their career, they held the position of Managing Principal at Johnstone Financial Advisors from April 2018 to November 2020.

Colton gained valuable experience as a Client Relationship Specialist at Charles Schwab from March 2016 to April 2018. Prior to that, they worked as a Preferred Account Opening and Services Representative at Merrill Edge from June 2015 to February 2016.

Before entering the financial industry, Colton worked as a New Account Representative at FirstBank from March 2014 to June 2015 and as a Vault Teller at Columbia Bank from July 2013 to January 2014.

Throughout their career, Colton has demonstrated a strong commitment to the field of finance and has accumulated a wealth of experience in various roles, making him a valuable asset to any organization.

Colton Etherton, CFP®, completed their education in a chronological manner. Colton attended Mesa Community College from 2010 to 2013, where they obtained an Associates in Audio Production with a focus on Audio Production. Following this, they enrolled in the University of Phoenix from 2013 to 2015, earning a Bachelor's degree in Entrepreneurial and Small Business Management.

In 2015, Colton Etherton enrolled at The American College of Financial Services, where they studied to become a Certified Financial Planner. Colton completed this program in 2018, obtaining the Certified Financial Planner designation. Additionally, they hold the Series 66 certification, granted by FINRA, although the specific month and year of obtaining this certification are not provided.