David Tate, ChFC®, CLU®
Salt Lake City, Utah
Dave considers listening to be one of his best skills. He knows the right questions to ask, how to pinpoint the relevant decisions, and how to lay out a financial plan in a simple and meaningful way.
Dave has over 25 years of experience in the financial industry. He especially values EP Wealth Advisors’ fiduciary status, as listening to—and being responsible for his clients’ objectives and uniquely personal situations is essential to creating a successful financial plan.
Dave graduated from Brigham Young University with a B.S. in Accounting and a Minor in French. He holds both the Chartered Financial Consultant and Chartered Life Underwriter designations.
Outside of work, Dave focuses on listening to his wife Julie and seven children (including triplet girls. He enjoys the outdoors, flyfishing, golf, playing the guitar and singing, and making quality memories with his family.
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