Our Goal:

To help our clients create a "Quality Life Plan" allowing them to plan and control their financial future. 

We pride ourselves on personal service, flexibility and close attention to detail.

Our vision is to reduce the stress of financial decision-making and help you reach your financial goals so you can live the lifestyle you've worked so hard to achieve.

Find out if you're on track to a successful retirement by taking our Retirement Assessment quiz.

Latest News

Financial and Economic Brief - April 15th, 2015

• Chinese Economy Slowing - In the first quarter of 2015, China’s gross domestic product grew by 7.0%, compared to the same period in 2014.

• Crude Rises - Brent crude rose to $59 a barrel as U.S. oil drilling slowed down, falling by 42 last week to 760 the lowest level since 2010

• College Degree Leads to Middle Class - According to a recent survey from the Center on Education and the Workforce at Georgetown University, not going to college can be costly.

Financial and Economic Brief - April 8th, 2015

• U.S. Jobs Down in March - In March the U.S. added 126,000 jobs, much below a forecast of 244,000; however, the unemployment rate remained the same at 5.5%.

• Greece to Meet Obligations - The Greek Finance Minister Yanis Varoufakis said that Greece “intends to meet all obligations to all its creditors, ad infinitum.”

• U.S. Crude Surplus - Oil refiners are making gasoline at a record pace this year, keeping the crude surplus from overflowing storage.

Financial and Economic Brief - March 25th, 2015

• The Fed’s Balance Sheet - Last week the Fed reported net income of $101.3 billion and had nearly $4.5 trillion in assets at the end of 2014.

• Unlocking Aid - German Chancellor Angela Merkel is meeting with the Greek Prime Minister Alexis Tsipras as the Greek government waits for another payment deadline this week.

• Oil Prices Down - Oil prices declined on Monday to $55 a barrel. Saudi Arabia recently indicated it was now pumping near 10 million barrels per day.

Financial and Economic Brief - March 18th, 2015

• Russian Economy Suffering - Russia's central bank cut interest rates by 1% to 14% on Friday and lowered its economic growth forecast.

• U.S. Interest Rate Hike on Horizon? - The Federal Reserve is meeting this week and is expected to “set the stage” for its first interest rate hike since 2006.

• Manufacturing Down in February - U.S. manufacturing output fell 0.2% in February for the third month in a row.

Financial & Economic Brief - March 11th, 2015

• ECB Starts QE - The European Central Bank started buying government bonds under its expanded quantitative-easing plan designed to boost price growth.

• Jobs Number Higher - The U.S. economy added 295,000 jobs in February, which greatly exceeded economist expectations.

• Credit Information Overhaul - The three biggest companies that collect and disseminate credit information will change the way they handle errors and list unpaid medical bills.

Request Information

Please let us know how we can serve you.




Our Location

Gateway Financial Advisors Inc.

1801 N. California Boulevard #106
Walnut Creek, CA 94596
ph: 925.322.8067
fax: 925.407.2851