Check the background of this financial professional on FINRA's BrokerCheck.
Gateway Financial Advisors
Brian Lombardo, CFP®, CPA
CERTIFIED FINANCIAL PLANNER ™
408-728-4350
blombardo@gfainvestments.com
Financial Planning & Investment Advisors
Achieving your financial dreams and goals can be accomplished with time, effort and good planning. 

Gateway Financial Advisors is an Independent firm that focuses on comprehensive financial planning services and investment management for families and small business owners.  Gateway Financial Advisors San Jose Branch, led by Brian Lombardo, CFP®, CPA, can help you plan and implement the right strategies to help lead you to financial success. 

Please watch the videos on our Practice and our Wealth Planning & eMoney Demos to learn more about us. 

When ready to discuss your situation further, simply call (408) 728-4350 or click below to book a 45 minute introductory appointment. 

We look forward to hearing from you.
Latest Video Client Alert
Newsletters
  • Dividend Investing: Small Payments Can Boost Returns
    Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e.,
  • Quiz: Can You Answer These Social Security Benefit Questions?
    Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income?
  • The College Landscape After Tax Reform
    College students and their parents dodged a major bullet with the Tax Cuts and Jobs Act of 2017. Initial drafts of the bill included the elimination of Coverdell
  • What are the gift and estate tax rules after tax reform?
    The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled the federal gift and estate tax basic exclusion amount to $11.18
  • How has tax reform affected the generation-skipping transfer tax?
    The Tax Cuts and Jobs Act, signed into law in December 2017, doubled the federal generation-skipping transfer (GST) tax exemption to $11.18 million
    
PreviousNext
Our Practice
Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  Go to Facebook  Go to YouTube Channel  
 
 
 Check the background of this investment professional on FINRA's BrokerCheck.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA / SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, Inc., and Cambridge Investment Research, Inc. are not affiliated.  Gateway Financial Advisors San Jose Branch is located at 2570 N 1st St, Ste 200 San Jose CA 95131.

The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
Photo by Dustin Ma.

PLEASE NOTE:  When accessing any links to outside websites, this information being provided is strictly as a courtesy.  When you access the link, you are leaving our website and assume total responsibility for your use of the website you are linking to.  We make no representations as to the completeness or accuracy of information provided at this website.  Also, the company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through such website.


This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, IL, IN, MA, NY, NC, OH and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.