David Tate

Salt Lake City, Utah

David Tate

ChFC, CLU
Vice President
Education &
Certifications
Brigham Young University, B.S. in Accounting, Minor in French

Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
About David
Dave Tate, Vice President at EP Wealth Advisors, has over 25 years of experience in the financial industry. Dave 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 considers listening to be one of his best skills. With his wife Julie and seven children (including triplet girls!), he has had plenty of practice. Dave 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. He also enjoys the outdoors, flyfishing, golf, playing the guitar and singing, and making quality memories with his family.
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