Gates Biography
MICHAEL GATES
Michael Gates has 25 years of financial planning and investment experience. In most cases he works as a fiduciary for his advisory clients. Michael focuses on managing custom portfolios for highly successful individuals and families on a discretionary basis.
Gates Group Wealth Management has a deep desire to help their clients understand the investment process and provide them with options through extensive research customized to their personal situations. Each client is unique and deserves that white glove experience. High quality standards in services, customized portfolios, retirement planning, legacy planning and insurance needs.
Michael develops personalized, integrated portfolios that address every stage of life. Which includes multi-generational family planning, wealth management, trust and estate planning and liquidity needs
We follow a disciplined investment process that works hand in hand with our client's risk preferences and investment goals.
Michael and his wife have been married for 23 years and they have 3 children.
Michael's wife, Cheryl is the Executive Director at Hoag Specialty Clinic at Hoag Healthcare System
Taylor, is a fourth year student at the University of California, Los Angeles studying Political Science and Geography/Environmental Studies with a concentration in Political Theory and Geographical Information Systems/Technology. After graduating, she plans to pursue a career as an Environmental Planner and attend graduate school to earn her J.D. or Masters.
Christopher, is a first year student at the University of Utah studying Finance, hoping to follow in his father's footsteps in Wealth Management.
Davis is excelling at Huntington Beach High School. He is involved with Model United Nations and will be applying to colleges in the fall.
As a family we enjoy family dinners, cooking, tennis and golf.