Debra Gates, CRPC®

Manager,
CAPTRUST at Work

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Biography
Education & Other Highlights
Location(s)

Debra Gates is a manager based in Los Angeles, CA.

Debra joined CAPTRUST in 2017 and serves as a manager on the CAPTRUST at Work team. She brings over 25 years of experience as a retirement education planning consultant at Transamerica, where Debra held 401(k) educational meetings to help individuals create a plan for retirement covering four key areas: lifestyle, investments, healthcare protection, and income.

As a manager with CAPTRUST, Debra puts her experience and knowledge to work every day with financial advisors across the firm. In particular, she designs, develops, and coordinates the training curriculum focused on our financial wellness and advice offering. Debra also serves as a content contributor for, and talent in, our CAPTRUST videos.

Outside of work, Debra enjoys spending time with friends, singing, reading, attending live jazz concerts, and watching old black and white movies. She holds a Bachelor of Science degree in business management from Pepperdine University, a Master of Business Administration degree from the University of Phoenix, and a Doctor of Education Organization Leadership degree from Pepperdine University.

Education

  • Bachelor of Science degree in business management from Pepperdine University
  • Master of Business Administration degree from the University of Phoenix
  • Doctor of Education Organizational Leadership degree from Pepperdine University

Industry Designations

  • Chartered Retirement Planning Counselorâ„ 

Westlake Village, CA

Non-branch Location
Westlake Village, CA 91361

818.483.1104

Video

What is CAPTRUST at Work?

With decades of experience working as financial advisors to individual investors and retirement plan sponsors across the country, CAPTRUST knows the lifelong impact of having good financial advice when you need it. Our financial wellness solution, CAPTRUST at Work, is designed for employers who want to help their employees learn financial skills, gain financial confidence, and maximize their employee benefits. Through this service, we provide tailored advice to our clients’ employees and retirement plan participants. Learn more about CAPTRUST at Work and how we craft a financial wellness solution that's unique to each organization by watching this video.

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