David W. Tate

David W. Tate is a seasoned financial professional with extensive experience in investment advisory and financial planning. Currently serving as Vice President at EP Wealth Advisors since October 2020, David previously held the role of Financial Advisor at Financial Insight Center from October 2011 to October 2020, focusing on retirement planning and investment management. David's career includes positions as Financial Advisor at Links Consulting Group, Beneficial Financial Group, Sovereign Financial Group, and The MONY Group, demonstrating a strong commitment to client financial success. David holds a Bachelor's Degree in Accounting from Brigham Young University and has foundational education from Olympus High School and the University of Utah.