Gateway Financial Advisors, Inc.
Brian Lombardo, CFP®, CPA
Financial Advisor
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 focuses on financial planning services, investment management solutions, insurance planning solutions, business planning solutions and employee benefit products.  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.
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  • Just How Risky Is Your Portfolio?
    If you're like most people, you probably evaluate your portfolio in terms of its return. However, return isn't the only factor you should consider; also important is
  • Coordinating Social Security Benefits with Other Retirement Assets
    Social Security provides retirement income you can't outlive. And, in addition to your own benefit, your spouse may be eligible to receive
  • Happy Healthday! HSAs Turn 10
    Created 10 years ago as part of the Medicare Prescription Drug and Modernization Act of 2003, health savings accounts (HSAs) have gained in popularity over the
  • What is a payable on death (POD) account?
    A bank account can be designated as payable on death to someone of your choice. The bank pays these funds to this person almost immediately at your death, and the
  • What is a joint bank account?
    A joint bank account lets you name a co-owner for your bank account. Funds in the account transfer to your co-owner automatically if you die. Your estate generally
    
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 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.
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