SteVan H. Gates, CRPC®




SteVan H. Gates has 30 years of experience offering strategies in investment management, financial independence retirement transitions and Income, social security optimization, business succession, income tax reduction strategies, life insurance, estate planning and the financial and emotional issues involved in wealth transition.

Clients appreciate his discerning questions to understand what’s important to them, the low key 2-3 appointment step by step process to assist in making smart decisions, income strategies, protecting wealth, keeping more of what they make, taking care of heirs and making a difference.

SteVan has earned his client’s trust by his experience, being a fiduciary, specialization, credentials, and an amazing, experienced TEAM behind him.


  • Client Service Managers - Merry Dawn Johnson & Peggy Hamlin

  • Suzanne Lutz - Client Care & Communications

  • National Social Security Advisors – David Gates, NSSA; Nathan Gates, CRPC, NSSA

  • Medicare, Long Term Care and Life Insurance specialist - Derek Bohne, CLU, ChFC

  • Advisor Associates – David Gates, NSSA, Lance Bohne, Nathan Gates, CRPC, NSSA

  • CFO – Lindsey Jones, CPA

  • CFP’s – eMoney Case Design Team

  • CPA and Attorney Local Partner Alliances

  • CFA Partners Alliances, Assetmark


  • The Coveted Securities America Advisor Council Member 2021

  • Published in Advisors Magazine March 2019 “Safety First: Tackle the Threats to Your Nest Eggs.”

  • Botsford Elite Advisor Alumni 2018

  • Chair, of the Prestigious Allegis Advisor Group Advisory Board 2015 & 2016.

  • “Investment Advisor of the Year 2015” with Allegis Advisor Group.

  • Selected to the Elite Lincoln Financial Advisors/Sagemark Consulting Private Wealth Service Group (SPWS), an “Advanced Planner Group.”

  • A “Top 50 Financial Planner Nationally” Sagemark Private Wealth Svcs. 2007, 2008, 2009, 2010 & 2013.

  • Over 25 years of experience in the financial services and wealth planning disciplines.

  • Nationally Recognized Speaker for Retirement Income & Wealth Protection and Management Strategies.

  • Director of Professional Development 1997 - 2001 Lincoln Financial Advisors, Salt Lake City, Utah.

  • “Manager of the Year in 2000” Lincoln Financial Advisors, Regional Planning Office Salt Lake City, Utah.

  • CRPC® - Chartered Retirement Planning Councilor from the College for Financial Planning.

  • CFP® - Student, Bryn Mawr College Pennsylvania, College for Financial Planning.

  • Member of the Financial Planning Association (FPA) 2000 – 2017.

  • Alumnus of Economics, University of Utah & Communications, Weber State University.


SteVan and his wife Jolene of 35 years live in Bountiful, Utah. They have four fantastic children, David, Nathan, Michael & Lexie. SteVan’s hobbies include spending time with his children, reading, running, traveling the world, charitable interests, PARC Board Chair, golfing & skiing.


Financial Strategies Institute

Office: 801-316-4100


6955 South Union Park Center

Suite 410

Midvale, UT 84047

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