A graduate of the Virginia Military Institute with a Bachelor of Arts degree in History and a minor in International Relations, Tate holds Series 6, 63, 65 and 26 securities licenses plus life, health, fire and property and casualty insurance licenses in California. He is a Certified Financial Planner & Trade certificant, a member of the Financial Planning Association, and a member of GAMA International, an association dedicated to the professional development of members of the insurance and financial services industry.
As a First Command Financial Advisor, Tate is committed to helping his clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves. Tate regularly hosts Lunch & Learn presentations at federal agencies, and he enjoys helping federal employees integrate their benefits into comprehensive financial plans to pursue their goals.
Married with two children, Tate is a member of the Oceanside Chamber of Commerce's Military Affairs Committee and the board of directors for the Fallbrook Pop Warner Youth Football League.
- Comprehensive financial planning
- Investment strategies
- Retirement income planning
- Education funding solutions
- Asset allocation and management
- Insurance solutions
- Risk management
This webpage contains a testimonial from a Financial Advisor for First Command Financial Services, Inc. and/or its affiliated entities (together "First Command") regarding their District Advisor. It is shared solely for purposes of recruiting (i.e., to help you determine whether a career as a Financial Advisor is a good fit for you). It is not intended to be an advertisement for First Command's products or services. The testimonial was provided by the Financial Advisor on a strictly voluntary basis. First Command has not paid any compensation to the Financial Advisor for the testimonial; however, the Financial Advisor is a paid employee or independent contractor of First Command and is supervised by the District Advisor with respect to their day to day activities. The testimonial may not be representative of the experience of other First Command Financial Advisors and is no guarantee of future performance or success. First Command does not discriminate in the recruiting of Financial Advisors on the basis of race, color, religion, national origin, sex, marital status, disability, age or veteran status. No information solicited by First Command from you is intended to be used in a discriminatory manner. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.