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 - July 29th, 2015

• Shanghai Composite Index Down 8.5% - An unanticipated 8.5% drop in the Shanghai Composite Index confused many people today.

• Japan’s Gigantic Debt - Japan's debt is about 245% of its annual gross domestic product, or more than $11 trillion American dollars.

• Greek Talks Start, Again - Talks between Greece and its creditors on its third bailout, worth up to 86 billion euros, began today.

Financial and Economic Brief - July 22nd, 2015

• Stocks Steady Despite Results - U.S. stocks hold steady even though corporate results come in better than expected.

• Banks Open, Limits Remain - According to the Greek Finance Ministry, daily limits on bank withdrawals continue even though banks are now open.

• Troubled Gold - At its lowest level since February 2010, an ounce of gold fell below $1,100 to $1,080.

Financial and Economic Brief - July 15th, 2015

• China Continues to Slow - Economists expect to see 6.95% annual GDP growth for this year, and even slower expansion at 6.5% in 2016.

• New Greek Deal - Europe has offered Greece a new $96 billion bailout after its government agreed to authorize economic reforms.

• Walmart vs. Amazon - The Walmart vs. Amazon “fight for retail domination” just intensified.

Financial and Economic Brief - July 8th, 2015

• Greeks Vote No - By more than 60%, Greece voted “no” against Europe's latest bailout offer.

• Compromise Within Reach - According to China’s Foreign Minister the U.S. and Iran “hold the key” to a nuclear agreement between world powers and Iran.

• Puerto Rican Default Concerns - Concerns about a default recently rose when Puerto Rican Gov. Padilla said that its $72 billion in bond debt is “unpayable”.

Financial and Economic Brief - July 1st, 2015

• Capital Controls in Greece - To prevent the Greek financial system from folding, Greece closed its banks and implemented capital controls.

• China Cuts Rates - This year, Chinese stocks have produced huge returns for retail investors who have put their savings into the market.

• Puerto Rico’s Hard Times - A recent report states that Puerto Rico needs both “structural reform and debt restructuring” to improve.

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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