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Design a "Quality Life Plan"®
Let's get started.
Take the "if" Out of Life
We're committed to your success.
Control Your Financial Future
Our purpose is to help you.
What is Your Legacy?
Protect the ones you love.

About Us

Gateway Financial Advisors, Inc. is a privately owned company focused on providing financial services.

Our personalized approach is designed to grow, conserve, and protect your clients’ wealth by delivering an excellent level of service.

We care about each and every relationship we establish and are committed to providing industry-best service, a superior portfolio of products, and unmatched expertise.

Helping achieve quality life.

To be the most sought after.

To help our clients become financially independent by enabling them to plan and control their financial futures, while promoting a balanced approach to faith, family, fitness, finance and fun.

Through our relationship with our clients, we become privileged to sensitive financial information on them, their families, and their businesses. We value the trust placed in us and pledge to hold all information acquired in the strictest of confidence.

Our Services

Financial Planning

Fee-Based, Asset Management, Portfolio Analysis, Business and Quality Life Plans


Stocks, Bonds, Mutual Funds, General Securities, Variable Products and Variable Life

Asset Management

Estate and Philanthropic Planning, Alternative Investments, Liability and Liquidity Management


Life, Disability, Auto, Home, Annuities, Long Term Care, Asset and Income Protection

Employee Benefits

Medical, Dental, Vision, HSA and Qualified Pension Plans, Long and Short Term Disability


Informational Workshops, Newsletters, Monthly Market Updates, and Quarterly Meetings

Our Associates

Honest and Ethical - 100%
Service and Excellence - 100%
Resourceful and Committed - 100%
Considerate and Compassionate - 100%

Our team of associates will help you define your financial goals, provide solutions to meet those goals, and are committed to helping you design a plan to achieve financial independence. Through our unique "team" approach we surround you with professionals, who help you create personal strategies to minimize taxes, and achieve your financial dreams.

Our Team

Our Partners

We're aligned with one of the most respected independent broker-dealers in the industry. With Cambridge Investment Research, Inc, we have total independence as to how we operate our business. This freedom allows us more time and energy to focus on our clients and associates.

Our Fixed Insurance and Personal/Commercial Lines is an independent company and affiliated with Gateway to provide Auto, Home, and Commercial insurance services.

Join Our Firm

The Gateway Opportunity

You focus on your client relationships, needs, and accumulation of assets. We'll focus on supporting you.

We Understand Your Concerns

You know what’s best for your clients and we understand you’re busy, want straight-forward answers, and proven business solutions.

Integrated Marketing

As part of our integrated marketing organization you're in business for yourself, but never by yourself.

Business Coaching

The unique relationship between you, us, and our partners deliver unprecedented opportunities to enhance your business.

Contact Us

Corporate Headquarters

2010 Crow Canyon Place
Suite 100 Office #404
San Ramon, CA 94583

Mailing Address

4101 Dublin Blvd., Suite F
Dublin, CA 94568


Office: 925-999-8699
Fax: 800-939-9714