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MassMutual financial professional.

Jon Gatesemail

Capstone Partners - Utah - Clearfield

1436 S Legend Hills Drive Suite 324
Clearfield, UT 84015

  • Professional Story

    Jon holds the Chartered Retirement Planning CounselorSM 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. 

  • Languages:
    • English
    • Spanish

  • Credentials:
    • CRPC®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners

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