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Brian Lombardo, CFP®, CPA

About Brian Lombardo
With over 20 years of experience as a financial professional, Brian Lombardo has extensive experience in the areas needed to help you with your financial planning needs.  Mr Lombardo is a former CFO and corporate controller for a variety of venture funded startup companies. Licensed as a CPA in 1996, Brian spent his early career with Grant Thornton LLP.  Mr Lombardo held corporate positions at Cisco Systems, Avanex Corp, GenPlay Games and a number of successful venture capital funded startup companies.

Corporate Resume includes:
Grant Thornton - Auditor & Management Consultant
Cisco Systems - Program Manager & Consultant
Avanex Corp - Director of Sales Operations
GenPlay Games - CFO, VP of Finance
Various Startups - Consultant CFO / Controller (notably Kace Networks, Aster Data, Unisfair)

In 1993, Mr Lombardo graduated magna cum laude with a double major in Finance and Accounting from UMASS at Lowell.  He successfully passed the CPA exam while still in college in May 1993 and became licensed as a CPA in 1996 after completing 3 years of accounting experience. He is currently licensed as a CPA in CA and MA. Mr Lombardo obtained Insurance and securities licensing in 2008 and 2009.  Mr Lombardo has been a Certified Financial Planner (CFP®) since 2011.

Brian Lombardo's Licensing:
CPA - MA License #17947, CA License #110741
CFP® - CFP Board ID #174461
FINRA Series 6, 62, 63, 65 (Securities Licensing)
Life & Health Insurance - CA License #0G10813, MA License #1868660

On a personal note, in 2005, Brian Lombardo was married to his lovely wife, Alice.  They live in Campbell with their two children, Brian Jr. who was born in 2009 and Katie who was born in 2012.  Most of his time outside of work is spent with family, coaching team sports, relaxing with friends, going to church related activities and occasionally playing some golf.  Additionally, Mr Lombardo has served on a variety of non profit boards and lead a weekly community youth outreach program in downtown San Jose from 2002 – 2011. 
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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.

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