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.

Request Information

Please let us know how we can serve you.

Latest News

Financial and Economic Brief - Jun. 8th, 2016

• May Jobs Numbers Low - U.S. job creation weak, even as unemployment rate falls to 4.7%

• Oil Prices Rise - Crude oil closes at ten-month high as market seen rebalancing

• Interest Rate Hike in Question - Fed's Yellen sees rate hikes ahead, but few hints on when

Financial and Economic Brief - Jun. 1st, 2016

• Consumer Spending Up - Consumer spending in U.S. rises most in almost seven years

• Interest Rate Rise Coming - Janet Yellen says rate hike 'appropriate' soon

• Labor Market Remains Healthy - US weekly jobless claims total 268,000 vs 275,000 estimate

Financial and Economic Brief - May 25th, 2016

• Full Employment and Interest Rate Increases - Fed's Bullard sees tight US labor market putting upward pressure on inflation

• U.S Stocks Fluctuate - U.S. stocks retreat on Fed rate uncertainty as crude, gold drop

• Bayer Bids on Monsanto - Chemical firm Bayer makes $62B offer for Monsanto

Financial and Economic Brief - Apr. 27th, 2016

• Job Numbers Up - U.S. weekly jobless claims hit 42-year low

• New Home Purchases Decline - Sales of new U.S. homes fall for a third month on slump in West

• Wall Street Lower - Wall St. dragged down by oil, lackluster earnings

Financial and Economic Brief - Apr. 20th, 2016

• Consumer Sentiment Down in April - April consumer sentiment: 89.7 vs. 92 expected

• Oil Prices Fall - Oil falls as Doha output talks fail amid Saudi demands on Iran

• Greek Reform Talks Continue - Greek reform talks to resume, aim for swift deal

Financial and Economic Brief - Apr. 13th, 2016

• European and Emerging Markets Rise - U.S. stocks drop as earnings start; Dollar slump buoys oil, gold

• Oil Prices Down - Oil prices dip but hold above $40 ahead of producer meeting

• Claims for Unemployment Fall - US weekly jobless claims total 267,000 vs 270,000 estimate

Our Location

Gateway Financial Advisors Inc.

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