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
