Virtual Interview with Danielle Gates from D.Gates Wealth Management

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D. Gates Wealth Management

For more information about the author, click to view their website: D. Gates Wealth Management

Posted on

May 17, 2023

Book/Edition

Florida - Southwest

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This morning I had the pleasure of virtually interviewing Danielle Gates with D. Gates Wealth Management.  Danielle is a “certified financial planner” or CFP.  That designation means she has at least 5 years’ experience, has been vetted by the national CFP board, and has taken an oath of being a fiduciary with her clients.  This designation does not come easy.  You must pass 5 master level education courses, sit for and pass the CFP exam and maintain yearly continuing education and background checks.  Danielle has been a CFP since 2004 and she bases everything in her practice on goal setting. Her areas of focus are retirement planning, cash flow analysis, discretionary money management, tax management planning, estate planning, and all other areas of financial planning.

To contact Danielle, call 239-424-8305 or e-mail danielle.gates@lpl.com 

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D. Gates Wealth Management

Financial Advisor 1708 Southeast 47th Street, Cape Coral, Florida, 33904

We, at D. Gates Wealth Management, along with LPL Financial, are dedicated to helping our clients make informed financial decisions about issues that affect their financial needs, goals, and objectives. We strive to help clients to create a sense of financial well-being toward pursuing financial freedom. Additionally, we work with clients to determine what is important in their lives be creating a comprehensive financial plan centered around their values.Whether you're just starting out or you've already built a strong financial foundation and want to know what's next, D. Gates Wealth Management can help you take the next step.COMPREHENSIVE FINANCIAL PLANNINGCash Flow PlanningInvestment ManagementRetirement PlanningSocial Security OptimizationEducation FundingInsurance & Risk ManagementTax Management PlanningEstate PlanningINVESTMENT MANAGEMENTRisk AnalysisInvestment Policy DevelopmentTax Management PlanningPortfolio ManagementBUSINESS PLANNINGRetirement PlanningGroup BenefitsProfitability AnalysisSuccession Planning

D. Gates Wealth Management

Financial Services 1708 SE 47th St #2, Cape Coral, Florida, 33904

For over 20 years, Danielle has been helping professionals and their families gain a sense of clarity and confidence about their financial future. She is driven by her desire to help people turn their complicated and often overwhelming financial pictures into goal-based, comprehensive wealth management strategies that they can feel good about. Danielle's commitment to helping her clients navigate their financial lives has served as the foundation for her financial services practice, D. Gates Wealth Management. Danielle Gates is a Certified Financial Planner and her personal goal is to be a lifetime resource for each and every client. In her free time, Danielle enjoys pedaling her bike through local trails and beaches, hiking, and traveling.