James W. Gates, Jr., CLU, ChFC

Financial Consultant

James W. Gates, ChFC, CLU began his financial services career with Equitable Advisors and The Equitable Life Assurance Society in 1991.  He holds the designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).  While focusing on family planning, Jim's main emphasis is on college funding, wealth accumulation and estate planning strategies.

Securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC, offer investment advisory products and services through Equitable Advisors, an investment advisor registered with the SEC, and offer annuity and insurance products through Equitable Network, LLC. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed.  R.I.C.H Planning Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network


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 732-292-3379
Fax 732-528-6741