Michael Otterson

Michael Otterson

Portfolio Manager

Phone: 801-682-0593
E-mail:
 

Michael Otterson has been involved in personal financial planning, retirement planning, and wealth management for more than 13 years. Prior to joining Pogson & Matt Wealth Management Group, he worked for Fidelity Investments from 2005 through 2014.  As a Relationship Manager at the firm, he established and maintained relationships with high net worth clients.  In 2007, while working at Fidelity in Utah, Michael took the opportunity to move to Scottsdale, Arizona to work at the local Fidelity Investor Center where he worked with and developed relationships with the now founding partners of Pogson & Matt.

In 2014 Michael joined Transamerica Retirement Solutions as a Senior Retirement Counselor and traveled throughout the country to meet with investors in their employers' 401k/403b/457 plans. Michael advised clients on building investment portfolios and creating and maintaining retirement plans. With his retirement experience, Michael headed back to Fidelity as a Retirement Planner before joining Pogson & Matt in January of 2019.

Michael holds the Series 7, 63, and 66 registrations, as well as state insurance licenses. He is also a candidate for the Chartered Retirement Planning Counselor designation through the College for Financial Planning. Michael has an unparalleled focus on doing the right thing for his clients. He believes that having a complete understanding of a clients' unique and ever-changing circumstances is critical when recommending unique solutions, not pre-determined products.

Michael and his wife Whitnie live in Bountiful, Utah with their 2 young boys. They enjoy the beautiful landscapes of Utah and doing many activities outdoors, including hiking, skiing, camping, and off-roading.

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Check the background of this financial professional on FINRA's BrokerCheck