Jeff Gates, CFP®, MBA, is currently a Wealth Manager at Coldstream, where they guide high-net-worth clients through the complexities of wealth management. Previously, they served as a Partner and Senior Lead Advisor at Cable Hill Partners from 2016 to the present, focusing on tailored financial planning and investment strategies. Jeff holds a Bachelor's degree in Business Finance from California Polytechnic State University-San Luis Obispo and an MBA in Marketing & Finance from San Francisco State University.
This person is not in any teams
This person is not in any offices