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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College Savings: Roth or 529 Plan?
Can a Roth IRA double as a college savings tool? Find out how a Roth IRA compares with state-based 529 college savings plans.
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Seeking Synergy: Why Mergers and Acquisitions Matter to Investors
Find out how and why mergers and acquisitions take place (and why they matter to investors).
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SRI Investing: Not Just for Stocks
Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.
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HOT TOPIC: Keeping an Eye on Corporate Debt
This article looks at credit quality in the corporate bond market and the potential impact on fixed-income portfolios.
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.