Richard Janke, CFP®

Utah State Icon Salt Lake City, Utah
Vice President/Partner
CERTIFIED FINANCIAL PLANNER™
Person Icon

About Richard

Richard graduated from the University of Utah with a Bachelor of Science degree in Economics and a minor in Business. Richard began his career in the financial industry in 2004 with Fidelity Investments as an option trader. He quickly realized he wasn’t offering all the advice that his clients needed to achieve their goals. This fueled him to obtain his CFP® credentials and to start helping clients maintain their financial independence through sound objective advice. In 2020, Richard joined EP Wealth Advisors. An advisor to many independent business owners, Rich is passionate in helping them achieve and maximize their financial potential. Today he is still as excited about his work as he was the first day he started. Rich’s passions include supporting his kids in their sports, hiking, and paddle boarding rivers throughout Utah.

Certificate Icon

Education

University of Utah, B.S. in Economics, Business minor

How can Richard help?

9c9157cf-7bb1-4689-b804-4915a09705ff

Office Building Icon
Richard works in our Salt Lake City office in Utah, see their office information here.
Salt Lake City Office