A Key Member of Our Team

Rich Gurr

Rich Gurr

Wealth Advisor
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Rich obtained his degree in Finance from Westminster College in Salt Lake City. Rich has worked in the Financial Services industry for 25 years and has his CFP® certification. He creates comprehensive financial plans to help individuals and families feel confident throughout retirement. He enjoys traveling and outdoor activities with family and friends.
Terri received her PHD in Philosophy from the University of Utah. After working at Intermountain for nearly 30 years, she recently retired as the Director of Employee Wellness. Capita is excited to have her as our Wellness Consultant!

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Guided Path 3-7 Building Your Portfolio
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All information provided through Education is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Capita Financial Network. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
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© 2021  All advisory services offered through Capita Financial Network, a SEC registered investment advisor. Registration with the SEC does not imply certain training or skill. Results are not guaranteed.