Gates Biography


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 22 years and they have 3 children. 

Michael's wife, Cheryl is an Executive Director, Clinical Department Administration with the City of Hope and working hand in hand with the Doctors that are hoping to find a cure for cancer.

Taylor, is at UCLA with a double major in Political Science, Environmental and Informational Technology. Christopher, is a High School Senior and making a decision on out of state colleges.  Davis is excelling at Huntington Beach High School and involved with Model United Nations

As a family we enjoy Family Dinners and cooking, tennis and golfing.