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MassMutual financial professional.

Jon Gatesemail

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


Check the background of this investment professional on FINRA's BrokerCheck

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