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Jon Gates
Jon has been doing financial planning for nearly 10 years. Jon received his CERTIFIED FINANCIAL PLANNER® designation from NYU. He also holds the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning. Additionally, Jon carries a bachelor's degree in business-finance. He specializes in designing financial plans, seeking to create retirement income streams, running tax optimization strategies and offers investment management strategies. Jon has additional training and credentials in the field of Social Security and specializes in retirement planning. He operates under a fiduciary standard of care to his clients.
CFP®, CRPC®
Licensing held through LPL Financial
Contact
(801) 989-4380 Office