Salt Lake City, Utah
University of Utah, B.S. in Economics, Business minor
CERTIFIED FINANCIAL PLANNER™
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.