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