Natalya S.
7/15/2010
I am thankful to Brian in helping my family to achieve our goals. He provided excellent service and demonstrated outstanding depth of knowledge. I wish there would be more professionals like Brian...
Brian Lombardo, CFP, CPA
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2570 N 1st St Ste 200
San Jose, CA 95131
Gateway Financial Advisors, located in San Jose, CA, is a team of experienced financial professionals offering personalized services tailored to individual needs. With a focus on comprehensive financial planning, investments, taxes, retirement, and insurance, they provide advanced planning tools to ensure clients receive the best advice possible.
Former finance executives with deep ties to the San Jose area, the team at Gateway Financial Advisors is dedicated to helping clients achieve their financial goals. From college funding to retirement savings, they offer a range of services and resources to support informed decision-making.
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Reviews
5.08 reviews
Christina T.
7/22/2011
Brian and his assistant Andrew have been wonderful to us. We are very financially inept and needed someone to help us with make a path to our goals. Brian is great to work with. He is not pushy...
Nikki K.
1/1/2013
Brian has gone above and beyond as my husband and I have been researching life and health insurance policies! With his education, experience and patience has diligently answered all of our...
Michelle C.
5/4/2017
I have been working with Brian for just under a year, I had certain financial goals when I started to talk to him with no idea if I could meet them. I had always done the "right thing" with my...
William Karl W.
7/2/2010
Fantastic. Trustworthy. I've known him for years. Walked me through the process of Life Insurance with great care. Highly recommend.
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