top of page
Two trees on a grassy hill under a blue sky
Diverse team members doing a high five in an office.
Blue darts hitting the center of a dartboard
Person standing on a mountain peak with arms raised at sunset
White chess knight, queen, and king in sunlight.
Golden trophy cup held against a bright sunlit background

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:

blombardo@gfainvestments.com

davem@gfainvestments.com,

robs@gfainvestments.com

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.

View Videos

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

Click here to book an appointment
Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Cost of Retirement

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

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

bottom of page