Jon Gates, CFP®, CRPC®, Intermountain Financial Partners

Services Offered

• Investment management
• Retirement planning
• Insurance strategies
• Wealth management
• Life insurance

About

Jon Gates is a CERTIFIED FINANCIAL PLANNER® and Investment Advisor based in Clearfield, Utah. He offers a range of financial planning services, including investment management, retirement planning, and insurance strategies. With over 10 years of experience, Jon specializes in Social Security and acts as a Fiduciary for his clients. He provides holistic financial planning to individuals and businesses in the greater Salt Lake City area, helping them secure their financial futures.

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