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Phone: +1 (858) 551-4015 x 241

David B. Utter


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.


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


  • 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

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