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 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. Richard graduated from the University of Utah with a B.S. in Economics and a Business minor