Gateway Serves The Greater San Jose and South Bay Area
Professional Certified Financial Advisors
Personalized Services to fit your individual needs
Comprehensive financial planning – investments, taxes, retirement, insurance, and specialized analysis
We utilize the most advanced planning tools available to ensure that you get the best advice possible
We are all former finance executives with local technology companies
We are Independent Advisors - our recommendations always consider the clients best interest!
We are local – we work and live in San Jose area
Newsletters
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New Study Finds Widespread Job Loss After 50
A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.
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Three Regrets of Retirees
More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.
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Running with the Dogs
See how the Dogs of the Dow, an investing strategy known for chasing dividends and value, can be implemented through a unit investment trust.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.