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 - Jan. 27th, 2016

• Oil Continues to Fall - Oil drops as Saudis to maintain spending, China diesel use falls

• Russian Economy Contracts - One of 10 worst economies in 2015

• Economic Data This Week - Data to show uncertainties from low energy prices, weak global outlook

Financial and Economic Brief - Jan. 13th, 2016

• Oil to $20 a Barrel? - Oil seen heading to $20 by Morgan Stanley on dollar strength

• Dow Down 1,079 Points Last Week - What a terrible way to start off the year

• U.S. Stocks Starting Higher - Stocks close mixed as oil tanks almost 6%

Financial and Economic Brief - Jan. 6th, 2016

• U.S. Stocks Fall - Dow dives 450 points, sinks below 17,000.

• GM Invests in Lyft, Inc. - GM invests $500 million in Lyft.

• Tensions Raise Oil Prices - Oil gets lift from Middle East tension.

Financial and Economic Brief - Dec. 23rd, 2015

• Spanish Stocks Fell - Messy election results drag down markets.

• Stocks and Dollar Higher, Oil Lower - Stocks rise at start of holiday-shortened week.

• Brent Crude Down, Again - Oil prices hit eleven-year low as global supply balloons.

Financial and Economic Brief - Dec. 16th, 2015

• The Dollar and the Fed’s Decision - Dollar fluctuates as investors await Fed interest-rate decision.

• Holiday Sales Rose in November - Americans are buying clothes and other items and also eating out a lot in the process. .

• Oil Prices Continue to Fall - U.S. oil rises, reversing course after nearing 11-year lows.

Financial and Economic Brief - Dec. 9th, 2015

• Economy Solid - 12 million jobs added since the recession.

• Crude Continuing to Fall - Rout in oil spurs energy stock selloff while dollar strengthens.

• Economy: Good and Bad - Altman: The good and bad news for the economy.

Request Information

Please let us know how we can serve you.




Our Location

Gateway Financial Advisors Inc.

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