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Gateway Financial Advisors

2570 North First Street,
Suite 200,
San Jose, CA 95131

Phone:

Brian Lombardo 408-728-4328
Dave McCaman 408-202-1481
Robert Soerens 608-217-5907

E-mail:

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

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Independent Financial Advisors

Personalized Services to Fit your Individual Needs

Comprehensive Financial Planning – Investments, Taxes, Retirement, Insurance, and Specialized Analysis (RSU, ESPP, etc.)

The most Advanced Planning Tools Available to Ensure you Get the Best Advice Possible

Former Finance Executives with Local Technology Companies

Deep Ties to the San Jose Area

Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Consider Munis for Tax-Free Income

Notes record issuance of municipal bonds and their tax-exempt appeal.

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Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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