Jeff Gates Cfp®, Mba Cable Hill Partners Email & Phone Number

Lake Oswego, Or, Us

Portland, Oregon Area

WHY CABLE HILL PARTNERS:With more than 100 years of combined industry experience, the Cable Hill Partners team helps families of business owners, professionals and corporate executives, both locally and nationally, pursue their financial goals with thoughtful, tax-sensitive guidance. We are focused on helping our clients achieve their greatest objectives with simplicity, transparency and a disciplined process to measure their progress. Our guidance is tailored to support their current lifestyles, retirement income needs and legacy aspirations, ensuring they feel comfortable at every step of the way. Our passion is fueled by knowing we make a positive difference in the lives of the families and organizations we serve.I WOULD WELCOME A CONNECTION IF:*You are a CPA or attorney interested in providing a resource for your clients*You are in need of customized, holistic financial advice and guidance*You want to hear more about our wealth management process*You are interested in discussing our approach to retirement plan (401(k) advisorySpecialties: Financial planning, retirement income planning, group retirement plan consulting, investment management, strategies, 401(k) rollovers, education planning, estate planning, risk management and income tax planning.

Mba, Marketing & Finance

Bs, Business, Finance

Activities and Societies: Sigma Alpha Epsilon (Founding Member - Cal Tau)