David Tate, ChFC®, CLU®

Vice President, Advisor

Salt Lake City, Utah

Contact David

Dave helps clients make meaningful financial decisions through attentive planning and clear guidance. He supports families with comprehensive strategies tied to personal priorities, making listening and understanding central to his client relationships.
Dave has more than 25 years of experience in financial services. He values EP Wealth’s fiduciary commitment and the responsibility it brings to client outcomes. He earned a B.S. in Accounting from Brigham Young University and minored in French. Dave holds the Chartered Financial Consultant® and Chartered Life Underwriter® designations.
Dave’s approach is calm and thorough, allowing him to ask the right questions and lay out options in a simple, meaningful way. He believes clear plans help families act with confidence.
Dave lives in Utah with his wife, Julie, and their seven children. He enjoys fly fishing, golf, guitar, singing, and time outdoors. Family time is his greatest priority.