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. 
 
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
  • Have You Made Any of These Financial Mistakes?
    As people move through different stages of life, there are new financial opportunities — and potential pitfalls — around every corner. Have you made any of these
  • Tax Benefits of Homeownership After Tax Reform
    Buying a home can be a major expenditure. Fortunately, federal tax benefits are still available, even after recent tax reform legislation, to help make homeownership
  • Building Confidence in Your Strategy for Retirement
    Each year, the Employee Benefit Research Institute (EBRI) conducts its Retirement Confidence Survey to assess both worker and retiree
  • What is the federal funds rate?
    The federal funds rate is the interest rate at which banks lend funds to each other from their deposits at the Federal Reserve (the Fed), usually overnight, in order to
  • Can the federal funds rate affect the economy?
    The Federal Open Market Committee (FOMC) is the policymaking branch of the Federal Reserve. One of its primary responsibilities is setting the federal funds target rate.
    
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.