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Brock Dunford
Financial Advisor
Driven by a passion for wealth planning, Brock Dunford is a Financial Advisor that focuses on building meaningful, long-term relationships with his clients and their families. He finds the greatest fulfillment in helping clients align their financial strategies with their long-term aspirations. His approach centers on collaboration, ensuring each client feels heard, understood, and actively involved in the investment planning process.
Brock has 16 years of industry experience, dedicated to helping individuals and families pursue their unique financial goals. He brings over 15 years of experience from Fidelity, where he served in a variety of roles that shaped his comprehensive understanding of wealth planning. Brock earned his MBA from the University of Utah and is committed to delivering thoughtful, personalized financial guidance.
What sets Brock apart is his genuine commitment to individualized care. He strives to create an environment where clients feel confident and supported as they work together to build a plan tailored to their needs. Outside the office, Brock enjoys playing pickleball and spending time on adventures with his wife, Becky, and their four children, Tanner, Cody, Miles, and Jane
CA Insurance License Number: 4466532. Resident State UT
Education
- MBA University of Utah
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