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David W. Tate

Vice President

EP Wealth Advisors

United States, Utah, Salt Lake City

About Me

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

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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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