Welcome
Richard Gurr Joins the Capita Financial Network
Coming from Fidelity Investments, Richard Gurr is pleased to join the team at Capita Financial Network, a Utah-based firm.
About
Rich Gurr began his financial services career in Salt Lake City with Fidelity Investments in 1998, where he provided portfolio management advice for 3 years as an Investments Representative. He later joined Goldman Sachs in 2000 where he spent the next 7 years working with high net worth clients in several different capacities, most notably: Wealth Management Advisor in the Goldman Sachs Wealth Management division providing investment advice for clients with 2+ million investable assets, Section Manager for the Restricted Stock Settlement and Asset Transfer teams, and as the Private Banking Specialist supporting Goldman’s New York regional office.
Rich discovered his true passion is partnering with individual clients and families in building successful retirement plans, so in 2007, he moved to Las Vegas and re-joined Fidelity Investments. There he spent the next 15 years as a Vice President / Financial Consultant providing retirement, cash flow and investment advice for ~500 clients with assets totaling approximately $1.4B.
Rich received a Bachelor's degree in Finance from Westminster College in Salt Lake City and holds the prestigious CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards.
Contact Us
Contact Us
Capita Financial Network
9980 S 300 West, Suite 140,Sandy, Utah 84070, United States
Hours
Monday - Friday: 9 am - 5 pm
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