Dave Rich, CLTC
Dave brings over 40 years of personal and business financial service experience to the table.
He focuses on creating financial strategies for families and businesses.
He has a conservative, down -to-earth approach to investing, and protection issues - balancing clients desires and goals with their available resources. Dave's background and experience allows him to be a single source advisor for his clients’ needs.
He has been involved in the Insurance and Investment industry since 1989. Prior to that he worked as a financial auditor, financial manager and financial controller.
Dave is a strong advocate of education and often presents Financial Workshops for individuals and at worksite locations for businesses.
Dave graduated from Brigham Young University with a degree in Accounting. He also holds the designation "Certified in Long Term Care" (CLTC).
Dave was born and raised in Utah, currently residing in Layton. He is married with 3 children. In his spare time Dave enjoys biking, gardening, fishing and volunteering in his community.
Dave is a registered representative of Securian Financial Services, Inc. 3255865 DOFU 10/2020