About
Protect Your Family’s Wealth with Confidence
Four Gates Financial is dedicated to empowering middle-class families by delivering personalized financial strategies. Our commitment to integrity, trust, and expert guidance shapes every solution we offer, helping clients achieve lasting financial security and peace of mind.
Explore our tailored financial planning, insurance, and annuity services designed to meet your unique needs.
Tailored Financial Planning for Families
Meet the dedicated experts committed to your financial security.
Jessie Yao
Licensed Financial Professional
Jessie combines deep industry insight with a passion for family wealth growth.
Jianmei Li
Insurance Specialist
Jianmei crafts innovative solutions to protect your family’s future and delivers comprehensive retirement strategies.
Rony Koshy
Annuities Consultant
Rony offers expert guidance on annuities to maximize your investments, prioritizing safety of you principal so that you can have a worry- free retirement.
Peter de Lastic
Wealth Strategist
Peter leads with strategic insights to help clients achieve lasting security.
Zhen
Financial Consultant
Zhen has extensive knowledge of the financial world having worked with several large financial organizations. Her expertise steers clients on a path to financial success.
Aisha
Wealth Strategist
Aisha uses her extensive marketing skills to grow business and meet client financial goals.
Deng Kui
Senior Financial Advisor
Emily combines deep industry insight with a passion for family wealth growth.
Scott
Insurance Specialist
Scott crafts innovative solutions to protect your family’s future.
Secure Your Family’s Future with Confidence
Hear from families who have trusted Four Gates Financial to guide their financial planning and protect their assets.
Thanks to Four Gates Financial, we finally feel in control of our finances and confident about what lies ahead.
Lisa M.
Financial Advisor
The team’s expertise and personalized approach made all the difference in crafting a plan suited perfectly to our needs.
James R.
Insurance Specialist
Their professionalism and commitment ensured we understood every step and felt valued throughout the process.
Emily S.
Wealth Manager