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 & Economic Brief - November 12th, 2014

• Gas Prices Fall, Spending Increases - The average price of regular unleaded gas has fallen to $2.99 a gallon from $3.70 this summer, below $3.00 for the first time in four years.

• Glass Half Full or Half Empty? - The upside of the economy is that unemployment is at a six year low, gas is under $3.00 a gallon, and job growth is the best since 1999.

• Russia Cuts Forecasts - The Russian Central bank is forecasting three years of economic stagnation, cutting its forecasts down to near zero.

Financial & Economic Brief - October 29th, 2014

• Fed Will Likely Wait to Hike Rates - After an unstable month in the financial markets and a scheduled two-day meeting this week, the Fed will likely continue to wait before hiking interest rates.

• Euro Bank Audit Results - The Eurozone economy continues to struggle and fears have increased that multinational company profits and revenues are at risk.

• Consumer-Directed Health Plans Growing - More and more employers are offering consumer-directed health plans that come with high deductibles of $1,500 for individual coverage.

Financial & Economic Brief - October 22nd, 2014

• IBM Losses Stimulate Retreat - International Business Machines Corporation (IBM) stock fell 7.3% last week as it struggles to “transform quickly enough” to the change to cloud computing.

• Japan’s Consumption Tax - In April Japan decided to raise its consumption tax from 5% to 8% in order to control the growing public debt.

• China’s Corporate Debt Levels Rising - China’s corporate debt is now the world’s largest at $14.2 trillion and economists are starting to worry that too many loans have gone to underperforming firms.

Financial & Economic Brief - October 15th, 2014

• German Stocks Plunge - On Friday stocks in Germany’s biggest companies dropped by 2%, to about 8,800, threatening a third German recession since 2008.

• Consumer Spending Gives U.S. Advantage - Despite deteriorating growth overseas and fragile financial markets, U.S. consumer spending is likely to keep the U.S. economy from faltering.

• OPEC Warns of Even Lower Oil Prices - With a warmer winter predicted in the U.S., and the resulting lower demand for heating oil, oil prices, already dropping downward, are likely to continue to fall.

Financial & Economic Brief - October 8th, 2014

• Tech Companies’ Growth: New Bubble? - High-tech companies in the Bay Area are flourishing, and some are speculating on whether this represents a “bubble” similar to the one 15 years ago.

• Unemployment Rate Drops - For the first time in six years the U.S. unemployment rate in September fell below 6%, to 5.9%.

• Greece’s New Budget: Growth and Lower Taxes - Greece’s budget, released today, shows that it has largely reached its growth and budget surplus goals under its 240 billion euro EU/IMF bailout.

Financial & Economic Brief - October 1st, 2014

• U.S. Economy Grows as Pace Rises in Second Quarter - The Commerce Department on Friday said that its estimate of the gross domestic product (GDP) showed the economy expanding at an annual rate of 4.6%.

• Hong Kong Protests Hurt European Stocks - The pan-European FTSEurofirst 300 index was down 0.43% as Hong Kong unrest impacted Asia-exposed shares such as HSBC and Standard Chartered.

• Multinationals Not Creating U.S. Jobs - Over the past 4 1/2 years American employers have created 10 million U.S. jobs, while the large multinational companies have added few.

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