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 - May 20th, 2015

• Extending Trade between Russia and China - Russia and China signed new trade deals furthering Chinese lending to Russian firms by $25 billion over 3 years.

• Housing Market Improvement - This week the National Association of Homebuilders puts out its index of home builder sentiment.

• Greece Expects Agreement this Month - Greece will pay wages and pensions in May but needs an agreement with creditors by the end of the month or it may fall into bankruptcy.

Financial and Economic Brief - May 13th, 2015

• April Jobs Report Strong - After a low number in March, the U.S. added 223,000 jobs in April.

• China Opening to Wall Street Firms - After years of restricting foreign investment banks, China may start allowing Wall Street firms more access to its securities market.

• Oil Falls - After dropping 1.6% last week, oil fell 30 cents toward $65 a barrel after signs that U.S. shale oil production was recovering.

Financial and Economic Brief - May 6th, 2015

• Greeks Still Out of Work - Signs of the continuing economic woes are anticipated in Wednesday’s jobless numbers.

• U.S Economy: Changing Course? - The first quarter of 2015 has shown flat growth for the U.S. economy as seen in the unpredictable stock market.

• Oil Rises To High - Oil rose 39 cents to a 2015 high of $67 a barrel, reinforced by hopes that the oversupply will ease.

Financial and Economic Brief - April 29th, 2015

• Threat of New Recession - The threat of recession and falling tax revenues are pressuring the Greek government to “strike a deal” with its creditors this week.

• Nasdaq: Then and Now - After 15 years, the Nasdaq index finally completed its “boom-bust-boom journey.”

Financial and Economic Brief - April 22nd, 2015

• China’s Stimulus Announced - The People's Bank of China announced that is lowering the amount of cash that large banks must keep on reserve by 1% to 18.5%.

• Hedge Funds Optimistic - Hedge fund managers increased their net-long position in West Texas Intermediate (WTI) crude by 9%, the highest in the last 8 months.

• Greek Talks Moving Slowly - Greece, its euro zone partners and the IMF have been in talks for a long time over the reforms required to “unlock” the remaining bailout funds for Greece.

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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