IFW Financial Professionals

Jon Gates CRPC®

IFW Certified Financial Professional

Jon holds the Chartered Retirement Planning Counselor designation from the College of Financial Planning.

He also carries a bachelor’s degree in Business-Finance from Weber State University. Jon specializes in designing financial plans, creating retirement income streams, running tax optimization strategies and offers investment management solutions.

Jon has additional training and credentials in the field of Social Security and helps analyze and discuss Social Security optimization strategies. He operates under a fiduciary standard of care to his clients.

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