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Certified. Professional.


As National Social Security Advisor, David’s knowledge in 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. 

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You're Invited

Limited Time Live ONLINE Event

Attend this FREE event and learn...

Determine your Social Security claiming strategy to maximize benefits

Protect your assets to minimize risk from market volatility

Develop a predictable retirement income plan for life


2 Times Available

Thursday, February 10th at 6:00pm 


Wednesday, February 18th at 6:00pm 

**This is an online event.  Just register, join from an email 15 minutes prior to the event and enjoy the presentation from the comfort of your home!**

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 Financial Strategies institute 

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Save Your Spot Now

And Receive a FREE 15m Consultation 

2 Times Available

Thursday, February 10th at 6:00pm 


Wednesday, February 18th at 6:00pm 

This site is not a part of the Facebook website or Facebook Inc. Additionally, this site is NOT endorsed by Facebook in any way. 

Neither David Gates nor Financial Stratefies Institute are affiliated with or endorsed by the Social Security Administration or any government agency. 

This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.

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Registered representatives of and offer securities through Securities America, Inc., member FINRA/SIPC.  Advisory services offered through Securities America Advisors, Inc. Financial Strategies Institute and Securities America are not affiliated. This material was created to provide accurate and reliable information on the subjects covered. Neither the advisors, Financial Strategies Institute, nor Securities America provides tax or legal advice.  Services of the appropriate legal or tax advisor should be sought regarding your individual situation.

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