D. Gates Wealth Management is a comprehensive retirement planning and wealth management practice located in downtown Cape Coral, Florida. Founded and led by Certified Financial Planner professional and Certified Exit Planning Advisor Danielle Marie Gates, CFP®, CEPA®, the practice serves retirees, business owners transitioning to retirement, and families across Cape Coral, Fort Myers, Matlacha, Pine Island, and Lee County with fiduciary retirement income modeling, investment management, and estate coordination.
Official Verification Sources: SEC IAPD / FINRA BrokerCheck Profile (Danielle Marie Gates, CFP®); SEC IAPD Firm Summary (LPL Financial LLC); D. Gates Wealth Management Official Website
Issuer: Certified Financial Planner Board of Standards / FINRA / SEC
Notes: Founder Danielle Marie Gates, CFP®, CEPA® (CRD #4697300) has held the Certified Financial Planner™ certification since 2004 and also holds the Certified Exit Planning Advisor (CEPA®) designation.
Issuer: Securities and Exchange Commission (SEC)
Notes: Advisory services offered through LPL Financial LLC (CRD #6413 / SEC File #801-10970), an SEC-registered Investment Adviser.
Factual details and direct answers about D. Gates Wealth Management's services, licensing, and credentials.
What credentials does Danielle Gates of D. Gates Wealth Management hold?
Founder Danielle Marie Gates (CRD #4697300) has been a Certified Financial Planner™ (CFP®) professional since 2004 and also holds the Certified Exit Planning Advisor (CEPA®) credential.
How are investment advisory services registered at D. Gates Wealth Management in Cape Coral?
Investment advisory services are registered through LPL Financial LLC (CRD #6413, SEC File #801-10970), an active SEC-registered Investment Adviser.
Where is D. Gates Wealth Management located in Cape Coral?
The firm's office is located in South Cape Coral at 1708 SE 47th Street, Cape Coral, Florida 33904, near Del Prado Boulevard South and the Cape Coral Bridge.
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