Phone:916-792-1050 Fax:916-961-5553 Mobile Phone:Cell916-792-1050 E-mail:Evan@GFAinvestments.com
Gateway Financial Advisors is an independent firm that believes the client’s interest always comes first. We help our clients become financially independent by enabling them to plan and control their financial future.
Unbiased and Objective Advice
Gateway Financial Advisors values true independent thinking. That is why we are aligned with one of the most respected independent Broker/Dealers in the industry, Cambridge Investment Research, Inc. With Cambridge, we have total independence as to how we operate our business, and they provide all of the back office support an independent advisor requires such as compliance, marketing, licensing and regulatory updates. This freedom allows us more time and energy to focus on our clients.
About Evan Cole
Since 1985, Evan Cole has been working with people to keep their investments simple and easy to undertsand. He began his career with VALIC an American General Company, now part of AIG. Resigning from VALIC/AIG in 2007. He is an investment advisor representative and registered principal of Cambridge Investment Research, Inc. He earned a Bachelor of Science degree from the University of New Hamspshire and holds many security licenses including a life insurance license in California and Oregon.
Evan specializes in retirement plans (401(k), 403(b), 457, SEPPs and IRAs including ROTH) for healthcare, public schools and non-profits. He uses annuities, managed money accounts and insurance (including Long Term Care) to meet a client’s financial needs and objectives, and is committed to exceeding their expectations.
Evan has been a board member of People Reaching Out, a substance abuse prevention organization, since
2004 and was the Board Chair from 2005-2010. He resigned from it in 2010. He resides in Sacramento, California, with his four children.
"I am more concerned about the return of my money than the return on my money." Mark Twain
Registered Representative, Securities and Investment Advisory Services offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, Inc., Quality Life Insurance Agency and Cambridge Investment Research, Inc. are not affiliated.
