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

David W. Tate
Vice President
EP Wealth Advisors
United States, Utah, Salt Lake City
About Me
Profile Information
Vice President
EP Wealth Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Salt Lake City
Utah
United States
Jan 11, 2025
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