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.

Latest News

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.

Financial & Economic Brief - March 4th, 2015

• European Economic Growth - The European economy picked up in the fourth quarter of 2014, with the German economy expanding 0.7%, twice as much as forecast.

• Ukraine's New Deal - Christine Lagarde, managing director of the International Monetary Fund, announced a new $40 billion bailout package to help stabilize Ukraine's economy.

• Oil Prices Rise - Oil rose above $60 a barrel, almost 4%, for the first time in 2015, reinforced by deeper spending cuts in the industry that may be helping to control excess supply.

Financial & Economic Brief - February 25th, 2015

• Gold Weakens - Gold bullion is weakening because of the rising dollar which traded at its highest level in the last decade and record valuations for global equities.

• New Deal for Greece - A new deal was struck last week to keep Greece “safely in the euro” while it builds a long-term recovery plan.

• U.S. Home Sales Fall - According to The National Association of Realtors existing home sales declined 4.9%, the lowest level since April.

Financial & Economic Brief - February 11th, 2015

• Tsipras Too Ambitious? - European leaders want Greek Prime Minister to “pare back” his objective of reversing the austerity measures that were put into place as a condition of Greece’s bailout.

• Job Growth Best Since 1999 - In January, the U.S. economy added 257,000 jobs, which beat expectations and was the best for job growth since 1999.

• U.S. Stocks Down - U.S. stocks fell a bit as investors contemplated the tensions over Greek debt talks and disappointing Chinese economic data.

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Our Location

Gateway Financial Advisors Inc.

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