Principal

David B. Utter

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Dave began his financial services career in 1967 at Shearson Hammill in Newport Beach as a financial advisor. He also managed the Pasadena and Palm Springs offices as well as the Investment Management Department in New York for Shearson. Dave joined Wedbush, Noble, Cooke in 1974 serving as Senior Vice President with responsibilities for the Branch Division, Research Department, Special Products, Legal and Compliance Departments. In 1983 he joined Bateman Eichler Hill Richards as Executive Vice President in charge of the Branch Division and served on the Management Committee.

Prior to co-founding Retirement Benefits Group, Dave was Manager and a Financial Advisor in the San Diego Office of Prudential Securities where he built a large and successful Retirement Plan business.

Education

Dave received a BA in Economics from the University of Redlands and an MBA in Finance from the University of Southern California

CA Insurance Lic. #0A80892

Interests

Dave is married with three children and six grandchildren. He enjoys tennis, swimming, biking, traveling and successfully completed Ironman Canada in 1989.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Retirement Benefits Group™, a Registered Investment Advisor and separate entity from LPL Financial. Financial Advisors are also registered representatives with, and securities are offered through LPL Financial, Member FINRA/SIPC. Retirement Benefits Group is a registered trademark of Retirement Benefits Group, LLC. All rights reserved.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI