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 - Feb. 21, 2017

• U.S. Household Debt on the Rise - According to the New York Federal Reserve's quarterly report, household debt in the U.S. totals $12.58 trillion, the highest level since 2008.

• March Interest Rate Hike, Probable - Last week, Federal Reserve Chair Janet Yellen informed Congress that a March interest rate hike is being considered.

• Oil Prices on the Rise - Oil prices are on the rise today, as investor optimism over the effectiveness of production cuts encouraged 'record bets' on a continuation of price increases.

Financial and Economic Brief - Feb. 14, 2017

• U.S Import Prices Rise - According to the Labor Department, U.S. import prices increased 0.4% in January and 0.5% in December.

• OPEC Production Cuts a Success - The International Energy Agency (IEA) reported on Friday that OPEC achieved 90% on its share of production cuts in January totaling 1.8 million barrels per day.

• World Stocks Rise - World stocks and bond yields rose today, lifted by investors who are betting that President Trump’s tax reform plans will help economic growth and corporate profits.

Financial and Economic Brief - Feb. 7, 2017

• Jobs and Unemployment Higher - Nonfarm payrolls grew by 227,000 in January beating expectations, however the unemployment rate grew higher to 4.8%, up from 4.7% in December.

• Toyota Motor Raises Sales Forecast - Toyota Motor recorded falling revenue and profit for its third quarter ended December 31, 2016, but increased its outlook for revenue for the year ending March 31, 2017.

• U.S. Stocks Down - U.S. stocks opened lower as investors “sought fresh catalysts” after a strong jobs report was released last week.

Financial and Economic Brief - Jan. 31, 2017

• December Existing Home Sales Fall - According to the National Association of Realtors, existing home sales fell 2.8% in December to 5.49 million units which was more than expected.

• Slowing Growth for U.S. Economy - The Commerce Department reported last week that for the last quarter of 2016, the economy grew at a rate of 1.9%, the slowest pace since 2011.

• U.S. Stocks Fall After Travel Ban - U.S. stocks fell today after President Trump’s decision to order a travel ban on seven Muslim-majority countries including Iraq, Syria, Iran, Sudan, Libya, Somalia, and Yemen.

Financial and Economic Brief - Jan. 24, 2017

• Economic Growth Expected in Q4 - This week a picture of the U.S. economy is expected to show moderate growth, a secure housing recovery, and an emerging rebound in business investment.

• U.S. Stocks Fall - U.S. stocks fell along with the dollar, while Treasuries grew as the Trump administration targeted reworking trade relationships.

• Aetna and Humana Merger Blocked - A Federal judge blocked the proposed $37 billion merger between Aetna and Humana, ruling that the transaction would reduce competition for consumers.

Our Location

Gateway Financial Advisors Inc.

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