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Brian Lombardo, CFP®, CPA

Our Process
As a CERTIFIED FINANCIAL PLANNER™ professional, we follow the processes outlined for financial planning by the Certified Financial Planner Board of Standards, Inc. (CFP Board).

Click here to view the CFP Board Consumer Guide to Financial Planning.

To sum up our financial planning process, we begin with a thorough review of your present financial situation to establish an accurate picture of where you stand.  We ask questions to gain a thorough understanding of personal goals for you, your family and business.  Then after a careful analysis of your financial information, we present a complete financial plan that addresses each financial goal.  We work with you to implement any financial strategies needed.  On a regular basis we work with you to monitor your progress and recommend adjustments so that you continue meeting your personal goals.

We use sophisticated and technologically advanced financial planning tools.  With mobile and web based capability, these tools allow you to continually monitor and track your financial progress online.

For a 2 Minute Demo of our financial planning technology, go to:  
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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.

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