SteVan H. Gates has 32 years of experience offering strategies we refer to as your ROADMAP, comprehensive wholistic planning. Including: Investment management, financial independence, retirement transitions, income planning, tax planning, social security optimization, business succession, life insurance, long term care, estate planning with virtual family office partners 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, protecting wealth, keeping more of what they make, taking care of heirs and making a difference. SteVan has earned his clients’ trust through his successful experience, credentials, specialization supported by his amazing, experienced TEAM.
SteVan’s Team:
David Gates NSSA® (National Social Security Advisor)
Nathan Gates, CRPC®, NSSA®
Derek Bohne, CLU, ChFC
Client Service Manager - Merry Dawn Johnson & Angie Acuna
Administrative Assistant – Shelby Handy
Honors, Education, and Experience:
· National Academy of Best-Selling Authors® Oct. 2024. “Financial Psychologists” The E-Myth.
· Securities America Advisory Council Member 2020(15 Council Members of 2800+ Advisors)
- 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 Investment Advisors
· A “Top 50 Financial Planner Nationally” Sagemark Private Wealth Svec’s. 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.
· BFA® -Behavioral Financial Advisor candidate.
- · Alumnus, Weber State University in Communications. Alumnus, University of Utah in Economics.
Family
SteVan and his wife Jolene of 39 years currently reside in Farmington, Utah. They have four fantastic children, David, Nathan, Lexie Married, and Michael, our son with special needs. SteVan’s hobbies include spending time with his children, grandchildren, church service, landscaping, reading, cycling & other charitable interests, travel, golfing & skiing.
