Matthew Gates
Retirement Planning Specialist, Tax Sheltered Plans at Triplecrown Wealth Management -Wharton Certificate in Retirement Planning
- Role
- Partner at Triplecrown Wealth Management at Equitable Advisors
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Matthew Gates
At Triplecrown Wealth Management, LLC, we know a primary concern for working adults is…
Experience
Partner at Triplecrown Wealth Management
Jun 2020 — Present · Cincinnati Area, US
Education
Gatton College of Business and Economics
Bachelor of Business Administration (B.B.A.), Marketing
1994 — 1998
Charleston Catholic High School
College Prep
1990 — 1991
Our Lady of Victory
Elementary School
1982 — 1990
Elder High School
High School, College Prep
1991 — 1994
Skills
- Retirement Planning
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