Jeffrey A. Gates,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey A. Gates, CFP®

Cable Hill Partners

1155 SW Morrison St, Ste 400
Portland, OR 97205-2252
(503) 765-1223 CONNECT WITH Jeffrey
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General

Jeffrey Gates is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cable Hill Partners in Portland, OR and the surrounding communities.

Financial Advisor Overview

Cable Hill is an ensemble firm with 11 CFP Certified Advisors providing comprehensive planning, advice and guidance to families and small business owners.

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Financial Advisor Experience

CFP and MBA with almost 20 years of industry experience of successfully helping families plan for their financial future.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Disclaimer

Independent RIA. No Broker-Dealer affiliation.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Retirement, Life Planning, Long-term Care, Succession Planning, Medical & Health Issues, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources