Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
David Gallman
President, TRUROCK Wealth
David Gallman is a Founding Partner and Financial Advisor at TRUROCK Wealth, a Utah-based wealth management and financial planning firm.
David is a Certified Financial Planner, CFP® since 2007. He is also an Investment Advisor Representative with Portside Wealth Group, LLC and holds a series 66 license. In addition, he is a tenured Life Insurance agent in several states including Utah.
Beginning his career at the beginning of the dot com crash, David has successfully navigated clients through tumultuous times in the economy and in their lives. He is a knowledgeable financial professional with keen insights on the economy and markets for individual and business owner investors. He understands how to help clients pursue wealth creation with investments and insurance. He is also amazing at troubleshooting personal finances and helping clients plan out asset acquisition strategies for the best long-term results.
Also noteworthy, David spent the last 7 years successfully counseling, training, and teaching military service members and their families on personal finances, insurance, and retirement. As a subject matter expert in military retirement, he enjoyed showing service members and their families the unique value of their military retirement pensions. Whether presenting to a group or speaking to one, David has become a source of trusted financial advice with a unique and timely perspective.
Confronting the challenges of creating effectual financial solutions for businesses and individuals, David understands that working with fellow team members with additional expertise is key to accomplishing this.
David currently resides in Sandy, UT with his spouse and three of his six children. When not working he can be found spending time with his family, reading, exercising in the gym, or serving in the community and his local church.
Marcus Gamboa
Operations Manager, TRUROCK Wealth
Marcus is the Operations Manager at TRUROCK Wealth. Marcus is an accomplished professional with a dynamic background in entrepreneurship and web development. Graduating with a degree in Entrepreneurial Management from Brigham Young University in 2019, Marcus embarked on a journey marked by innovation, creativity, and a relentless drive for success.
With a passion for nurturing startups, Marcus has played pivotal roles in various ventures, serving both as a Founder and Chief Technology Officer. These experiences have provided Marcus with a comprehensive understanding of the intricacies of building and scaling businesses from the ground up.
In his role at TRUROCK Wealth, Marcus brings his multifaceted expertise to the forefront, steering the company towards new heights of success. With an unwavering dedication to client satisfaction and a keen eye for strategic opportunities, Marcus plays a pivotal role in driving the company’s vision forward.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
