Danielle M. Gates, CFP<sup>®</sup>

Danielle M. Gates, CFP®

Financial Advisor

Phone: (239) 424-8305
Fax: 239-241-6062
E-mail:
 

BUSINESS PHILOSOPHY 

My goal is to provide families and business owners with assistance in achieving their financial goals and dreams. I have the skills, knowledge and experience required to help meet my clients’ established goals. My personal goal is to become a lifetime resource for each and every client.

PRODUCTS AND SERVICES

  • Fixed and Variable Annuities
  • Index Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • Health Insurance & Health Savings Accounts
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Long-term Care Insurance
  • Lump Sum Pension Distribution
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
  • Stocks & Bonds
  • Structured Products
  • REITs and BDCs
  • Managed Accounts
  • Wealth Management Services
  • Financial Planning
  • Investment Planning

QUALIFICATIONS

  • Financial Services Industry since 1998
  • Obtained CFP® designation in 2004

PERSONAL

  • Cape Coral resident since 2001
  • Hobbies: travel, camping, the beach, painting
  • Education: BS, Business Studies/Finance, University of Southern New Hampshire 1996

ORGANIZATIONS

  • Member of Kiwanis
  • Sustainer member of Junior League of Fort Myers
  • Advisory Board Member of Golisano Children’s Hospital of SW Florida
  • Cameo of Lee County
  • Cape Coral Chamber of Commerce
  • Fort Myers Chamber of Commerce

 

This communication is strictly intended for individuals residing in the states of  [AZ, CO, FL, GA, IL, MA, ME, MN, NH, NJ, NY, PA, VA, VT No offers may be made or accepted from any resident outside the specific state(s) referenced.