David Gates

 PARTNER / PRIVATE WEALTH ADVISOR

 801-316-4100

 david@fsiplanners.com

 

As a National Social Security Advisor (NSSA®), David’s knowledge of Social Security makes him a very valuable resource when planning for retirement.  David has developed a love for retirement planning with individuals who are looking to create an income stream from various sources including 401(k)’s.  He is quickly able to identify any planning gaps to secure lifestyle planning after retirement.  With a skill of public speaking, David enjoys running seminars on various topics in retirement planning.  David has adopted the philosophy of the firm as he focuses on creating realistic plans for his clients to help them in their financial goals.  As you will find out when meeting with him, David has a sincere concern for the well-being of his clients.  As a fiduciary, he will be sure that he puts his clients' interests first.

PRACTICE FOCUS

  • Income Planning

  • Investment Planning

  • Tax Planning

  • Health Care Planning

  • Estate Planning

EDUCATION

  • Attended Oregon State University

  • Attended Brigham Young University

AFFILIATIONS

  • Investment Advisor Representative, Securities America Advisors

  • Registered Representative, Securities America, Inc.

PERSONAL GLIMPSES

David was raised in Bountiful, UT. with his three younger siblings.   David loved to play soccer growing up and excelled into his 20’s.   Playing for a local club team, Inter FC, the team went on to win 5 state cup championships. David was selected from the western 13 states to represent the western region national team playing forward. David loved to score goals to advance his team to the next stages of any tournament/game.  He briefly had the opportunity to train with Real Salt Lake’s first team before heading off to play for the D1 PAC 10 (at the time) Oregon State University team on scholarship. The decision to leave during his sophomore year to serve a full-time L.D.S. mission in Chicago, IL would prove to be one of his greatest experiences in life. Once he returned home he joined Brigham Young University and continued his education in business. He was also asked to “…play with
the school’s P.D.L.(Premier Development League) team.

 

He played very well his last season as he was the school's leading goal scorer.   With an opportunity for B.Y.U. to play Real Salt Lake in David’s final season, he was fortunate enough to score a last-minute goal to tie the game with the then #1 M.L.S. (Major League Soccer) team in the U.S.

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CONTACT

Financial Strategies Institute

Office: 801-316-4100

6955 South Union Park Center

Suite 410

Salt Lake City, UT 84047

info@FSIplanners.com