Brian Gates

As an Accredited Wealth Management Advisor (AWMA) and Registered Principal, Brian specializes in personalized financial and estate planning. With over 29 years of experience, he has helped clients achieve financial success through sound portfolio management and estate planning strategies.

As a seasoned Wealth Advisor, Brian provides tailored investment guidance designed to meet each client's unique financial needs. He values long-term, one-on-one relationships, taking the time to deeply understand his clients' financial situations and develop customized plans that align with both short- and long-term goals.

Gates Group Wealth Management is committed to helping clients navigate the investment process by offering extensive research and personalized solutions. Every client is unique and deserves a high-touch, white-glove experience. The firm maintains exceptional service standards in customized portfolios, retirement planning, legacy planning, and insurance solutions.

Brian works closely with clients, utilizing a flexible portfolio management approach that adapts to their evolving financial needs through every stage of life.

A longtime resident of Huntington Beach, Brian has lived there with his wife Audrey for the past 20 years. Their son, Jack, is a freshman at Edison High School, where he excels as a scholar-athlete on the football team. As a family, they enjoy traveling and attending sporting events.