Dave Gardner

Dave has nearly two decades of experience in the financial services sector, with a specialized focus on wealth management, financial planning, investment management, retirement plans, and charitable giving. His career commenced in 2004 at Merrill Lynch. In 2010, Dave transitioned his practice to the independent RIA space and in 2013, he co-founded Caliber Wealth Management, an RIA located in Orem, Utah. Caliber Wealth Management became a part of the Diversify in 2024 and Dave currently serves as Partner and an Advisory Board Member overseeing corporate retirement plan solutions.

Dave is deeply involved with Utah’s entrepreneurial community. In 2005, he played a pivotal role as a founding member of the BYU Center for Entrepreneurship Young Founders group, an initiative dedicated to mentoring and educating the next generation of entrepreneurs. His commitment to nurturing the entrepreneurial spirit is further exemplified by his decade-long service as a nominator and sponsor for the Ernst and Young Entrepreneur of the Year Award.

Continuing to champion Utah’s burgeoning ecosystem of business leaders and entrepreneurs, Dave actively collaborates with them. He also serves as a board member of the Entrepreneur Association (EA), a 501(c)(3) organization comprising influential business owners. EA is dedicated to imparting valuable leadership skills, corporate finance insights, and guidance on business growth to budding entrepreneurs.

Dave holds a Bachelor of Science degree in Finance from Brigham Young University and is an Accredited Investment Fiduciary (AIF®). Furthermore, he maintains the series 7, 66, and 31, securities registrations.