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Gateway Financial Advisors, Inc. is a privately owned company focused on providing financial planning and implementation products and services for our clients and associates.
Our personalized approach is designed to grow, conserve, and protect your clients’ wealth by delivering an unprecedented 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.
Estate and Philanthropic Planning, Alternative Investments, Liability and Liquidity Management
Medical, Dental, Vision, HSA and Qualified Pension Plans, Long and Short Term Disability
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.
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.
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2010 Crow Canyon Place
Suite 100 Office #404
San Ramon, CA 94583
4101 Dublin Blvd., Suite F
Dublin, CA 94568