|
About Us
In October 2005, Dave Gatesman set out to establish an independent wealth management practice, designed with the client's best interest in mind. Hoping to avoid the shortcomings of many larger firms, he founded Gatesman Financial on three core principles.
Extensive Product Selection
At Gatesman Financial we don't believe in a "one size fits all" approach to wealth management. Through the support of our broker/dealer, WRP Investments, Inc. and various other companies, we are able to secure the most competitive and comprehensive products to meet our clients' needs.
Exceptional Customer Service
Over the years we've earned our clients' trust by regularly servicing their investments and insurance products. Annual reviews, portfolio rebalancing, and beneficiary changes are just a few of the services we routinely perform. We also provide ongoing communication through newsletters, educational seminars, and our Financial Wellness Program.
Strategic Planning
Just like preparing to win a league championship, achieving financial success requires a well designed strategy. Since clients' needs may vary in complexity, we offer several levels of analysis ranging from simple assessments to comprehensive financial plans.
|
|
David P. Gatesman, CLTC
Dave holds a B.S. in Business Administration from Clarion University of Pennsylvania. His early business experience includes 14 years in the retail industry as a manager and auditor. In 1999, he began his financial services career with Bank One, where he earned his securities and insurance licenses. Later he transferred to Prudential, and learned the fundamentals of wealth management. He started his own independent practice in 2005. Dave, his wife, and five year old son live in Boardman, where he regularly volunteers at his local church.
LICENSES:
Securities (Series 6): OH, PA, VA, CO, WA
Investment Advisor Representative: OH, PA
Life & Health Insurance: OH, PA, CO, WA
|
 |
What Does CLTC Stand For?
CLTC stands for “Certified in Long-Term Care”, a designation granted by the CLTC Board of Standards, Inc. The program is financially and editorially independent of the long-term care insurance industry. Graduates have completed a rigorous multidisciplinary course that focuses on the profession of long-term care, not the selling of insurance products. Click on the logo to the left for more information.
|
|
