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.

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Latest News

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

Financial and Economic Brief - Mar. 23td, 2016

• Volatility Lowest Since Early January - Dow average caps longest rally since October as treasuries slip

• Two Data Firms Merge - Data firms IHS and Markit to merge in tax inversion deal

• Job Openings Increase - Job openings rise in January

Financial and Economic Brief - Mar. 16th, 2016

• Canada’s Unemployment Rising - Canada's unemployment hits 3-year high

• U.S. Stocks Fall - U.S. stocks retreat as oil declines; Dollar gains on Fed outlook

• Interest Rate Rises in Near Future - Calmer markets, positive data prime Fed to push ahead with rate rises

Our Location

Gateway Financial Advisors Inc.

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