Evan Gates

Financial Advisor

Evan graduated from Salve Regina in Newport, RI in 2011 with a Bachelor of Arts degree in Financial Management.  Evan’s background includes fixed income trading on Wall Street and corporate treasury experience within the Fortune 100.  He utilizes this experience to bring an analytical approach to financial planning and works alongside his father Jim, also of R.I.C.H. Planning Group.

Evan lives in Madison with his wife Megan and son Cameron where they enjoy being active within the community.

Evan currently holds FINRA registration Series 7,63 and 65, along with Life and Health insurance licenses.


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

R.I.C.H. Planning Group, LLC.
90 Woodbridge Center Drive
Woodbridge, NJ 07095

R.I.C.H. Planning Group, LLC.
10 Madison Avenue
Morristown, NJ 07960

R.I.C.H. Planning Group, LLC.
1967 Highway 34
Building C, Suite 201
Wall, NJ 07719

R.I.C.H. Planning Group, LLC.
50 Division Street
Suite 501
Somerville, NJ 08876

is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 732-326-5279
Mobile Phone (908) 240-4776