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 - June 24th, 2015

• Gas Prices Rise - According to the Labor Department gas prices rose 10% in May compared to April.

• Aid Standoff to End? - A new set of proposals was submitted by the Greek government and formed the foundation for a potential deal to end the “standoff over aid”.

• Home Sales Up - Existing home sales rose at the fastest pace in nearly six years in May.

Financial and Economic Brief - June 17th, 2015

• The Job Market: Who’s Right? - It is the tale of two economies and Fed Chair, Janet Yellen, has to decide who’s got the “right take” on the job market.

• Greek Talks Stall - Greece is running out of money and needs the last of its bailout money so it can pay its bills.

• Russia Cut Rate - The Russian central bank cut its main lending rate on Monday, but said the “pace of policy easing” could slow in the months ahead.

Financial and Economic Brief - June 10th, 2015

• Good News on Jobs - The U.S. economy gained 280,000 jobs in May which surpassed expectations.

• Stocks Fall - U.S stocks fell and equities published a decline for the second week in a row.

• Japan Recovering - According to Japan’s Cabinet Office, Japan's economy grew faster than estimated in the first quarter of 2015.

Financial and Economic Brief - June 3rd, 2015

• Purchases Steady - The U.S. Commerce Department reported that there was an unchanged reading in purchases for the month of April.

• June Numbers Important - The interest rate "liftoff" is unlikely to be happening in June according to Federal Reserve chair Janet Yellen.

• Factories Grow, Exports Contract - According to a Chinese government survey, China's factory sector grew to a six-month high in May.

Financial and Economic Brief - May 28th, 2015

• Rates Steady for Now? - Although the Fed chair believes rates will rise this year, it appears doubtful that it will happen in June.

• Capital Equipment Orders Rise - Orders for capital equipment rose in April for a second straight month, a sign U.S. business investment could pick up.

• Progress on Greece - In the upcoming weeks, Greece must repay loans totaling 1.6 billion euros ($1.76 billion) to the IMF.

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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