Cable Hill Partners is proud to welcome Jeff Gates, CFP®, MBA as our newest Lead Advisor. Jeff brings over 12 years of experience providing advice and planning solutions to families and business owners, particularly Portland-area dental professionals.
Jeff takes an educational approach to helping clients identify their priorities and passions to achieve their most important lifelong goals. "It's not just about avoiding financial pitfalls; it's about identifying what our clients have been doing right and keeping them on the path to continue that success," he said. "I love to see people enjoying retirement without fear or anxiety around money."
"Cable Hill believes in providing an authentic and holistic experience with each of our clients. Jeff adds tremendous depth to our ability to serve our community," said Managing Director David Christian. "Jeff represents exactly what every family deserves in an Advisor. He is honest, wise, and caring."
In addition to providing investment guidance to Cable Hill Partners’ private clients, Jeff will head the Group Retirement Plan team, partnering with Relationship Manager Shelby Gatewood and Client Service Associates Maria Gelever and Kelli Gamble.
Cable Hill Partners provides advice at a higher level. As a registered investment advisor, Cable Hill provides truly objective advice, an elevated level of personalized attention and access to a comprehensive array of offerings from leading financial services providers of our choosing. Cable Hill is here to help clients choose the right course to help them achieve their goals, to infuse every decision they make with the utmost in confidence, and to help them see their financial lives with absolute clarity. We have been independently recognized by the Financial Times as one of the 300 Top Registered Investment Advisers in 2017, awarded to the leading independent RIA firms from across the U.S.