Lead Advisor, CFP®, MBA
With a career spanning over 25 years in finance, Jeff Gates takes an educational approach to planning and provides the guidance our clients need to achieve their most important financial life goals. Jeff holds the Certified Financial Planner® (CFP) designation as well as an MBA in Finance from San Francisco State University.
Jeff Gates and his wife Lee live in Lake Oswego with their sons, Gary and Andrew. He has been enthusiastically involved in the local youth athletic community for the last 10 years and is currently the Head Coach of the Lake Oswego High School Boys JV Lacrosse team. Jeff’s active lifestyle keeps him busy, whether it be on a basketball court or yoga mat, but he can also be found whipping up a meal on the grill for family and friends.