Justin Gates, EA, MBA

LifeCycle Tax & Wealth Management

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Verified NAEA Member
Address:
2475 E Nine Mile Rd Ste B
Pensacola, Florida 32514
United States

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Description

Justin has worked at Harry Gates Enterprises, Inc. as a business and tax consultant since 2015 completing individual and business tax returns along with providing tax planning and business consulting. Justin began his career as the Director of Finance at the Pensacola Museum of Art. Prior to starting at the museum, he earned a Bachelor’s degree in Finance and a Master’s in Business Administration from the University of West Florida.
Justin is currently an Enrolled Agent (EA), Certified QuickBooks Advisor (CQA), and has his Life (including annuities & variable contracts) Agent license. He has passed his Series 6 - Investment Company Products/Variable Contracts Representative, Series 7 - General Securities Representative and Series 66 - NASAA-Uniform Combined State Law Exam, and is a registered representative and investment advisor representative with HD Vest.
Justin is currently a big brother in the Pensacola Big Brothers Big Sisters program, a Take Stock in Children award-recipient who enjoys sharing his story with prospective kids and parents, and involved in a number of other nonprofits. He is a member of the National Society of Tax Professionals (NSTP), Association of Accountants and Financial Professionals in Business (IMA), and National Association of Certified Public Bookkeepers (NACPB).
Justin is an avid runner - in 2015 he completed the Boston Marathon. Justin helps coach Choctawhatchee High School’s cross country team and leads a marathon training group at Running Wild in Pensacola. He spends time with his family above all else, and is active in Pensacola Young Professionals, YP at the Beach, Tri Gulf Coast, and running communities.

Additional Information

Company Name: LifeCycle Tax & Wealth Management

Designations: EA, MBA