Gagandeep C.
12/11/2020
!! THIS IS A 10 STAR REVIEW !!! Julie is one of the most knowledgable, experienced, kind & personable financial advisers I have ever come across. Though my investment timeline horizon did not...
Julie Ping He, CFP - Gateway Financial Advisor
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2570 N 1st St Ste 200
San Jose, CA 95131
Julie Ping He, CFP - Gateway Financial Advisor in San Jose, CA, provides personalized financial planning services to individuals and families. They offer expert advice on investments, retirement planning, and wealth management to help clients achieve their financial goals.
With a focus on building long-term relationships based on trust and integrity, Julie Ping He, CFP - Gateway Financial Advisor strives to help clients navigate the complexities of the financial world with clarity and confidence. Their goal is to empower clients to make informed decisions and secure their financial future.
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Reviews
5.08 reviews
Mamushka B.
11/15/2023
Knowledgeable, down to earth and someone I have complete confidence in her judgement and suggestion.
Daniel J.
8/25/2021
Julie is very personable but also very professional. I am a Real Estate/Loan Broker and I can see when someone genuinely cares about helping others. She was very gracious with her time and asked...
Henry H.
3/1/2019
I am an experienced engineer working in the Silicon Valley. Technology is advancing at rapid speeds, and an engineer's career is more uncertain than ever. At the same time, most of us will likely...
Jordan L.
4/26/2019
I am so glad to have Julie as my financial advisor. She is very knowledgeable and really looks out for my financial interests. Julie is proactive with my investments and is always available to...
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