Michael Gates

With 28 years of experience in financial planning and investment management, Michael Gates brings a wealth of knowledge, dedication, and insight to every client relationship. As the founder of The Gates Group, Michael works primarily in a fiduciary capacity, always putting clients' best interests first. He and his team are committed to delivering a white-glove experience through high standards in service, customized portfolio management, retirement and legacy planning, and insurance solutions.

Michael believes that every client is unique and deserves a personalized approach. Through extensive research and thoughtful communication, The Gates Group helps clients understand the investment process and navigate their financial future with confidence. Whether guiding highly successful individuals or multi-generational families, Michael develops integrated, goal-oriented portfolios that evolve with each life stage and risk profile.

Outside of the office, Michael is a devoted family man. He and his wife, Cheryl have been married for 26 years and are the proud parents of three children. Their daughter, Taylor is a UCLA graduate working for a civil engineering firm in Los Angeles. Their middle child, Christopher is currently a junior at the SMU, and their youngest, Davis is in his sophmore year at the University of California, Santa Cruz.  Both are studying economics and finance and are interning in the office during summer breaks.

Michael is also passionate about giving back to the community. He actively volunteers with different charitable organizations and enjoys spending time with his family on the tennis court or golf course.