Gateway Financial Advisors
Brian Lombardo, CFP®, CPA
CERTIFIED FINANCIAL PLANNER ™
408-728-4350
blombardo@gfainvestments.com
Financial Planning & Investment Advisors
Achieving your financial dreams and goals can be accomplished with time, effort and good planning. 

Gateway Financial Advisors is an Independent firm that focuses on comprehensive financial planning services and investment management for families and small business owners.  Gateway Financial Advisors San Jose Branch, led by Brian Lombardo, CFP®, CPA, can help you plan and implement the right strategies to help lead you to financial success. 

Please watch the videos on our Practice and our Wealth Planning & eMoney Demos to learn more about us.  When ready to discuss your situation further, simply call (408) 728-4350 to book a complimentary 45 minute appointment.  We look forward to hearing from you.
Latest Video Client Alert
Newsletters
  • 15 Facts about Social Security
    It's easy to take Social Security for granted when retirement is years away, but with 94% of the U.S. workforce covered by Social Security,* it's likely that this
  • Tips for Traveling Abroad
    For many people, there's perhaps nothing more exciting than traveling to a new country, experiencing different cultures, tasting exotic foods, and exploring unfamiliar
  • Saving for the Future: Start Now or Start Later?
    There are many ways to try to reach a future goal. You can save now, or you can save later (or perhaps do both). But there is an advantage to putting your
  • My parents can't manage alone anymore. What should I do?
    Are one or both of your parents having health problems, suffering mental lapses, or just slowing down with age? Do you find they can't manage on
  • What is an assisted-living facility, and how do I choose one?
    What is an assisted-living facility? The wide number of options available makes defining the term difficult. Generally, however, assisted-living
    
PreviousNext
Our Practice
Wealth Planning Demo
eMoney Demo
Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  Go to Facebook  Go to YouTube Channel  
 
 
 Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, Inc., and Cambridge Investment Research, Inc. are not affiliated.  Gateway Financial Advisors San Jose Branch is located at 2570 N 1st St, Ste 200 San Jose CA 95131.

The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
Photo by Dustin Ma.

PLEASE NOTE:  When accessing any links to outside websites, this information being provided is strictly as a courtesy.  When you access the link, you are leaving our website and assume total responsibility for your use of the website you are linking to.  We make no representations as to the completeness or accuracy of information provided at this website.  Also, the company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through such website.


This communication is strictly intended for individuals residing in the state(s) of AZ, CA, MA, NY and PA. No offers may be made or accepted from any resident outside the specific states referenced.