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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Interest Rates and the Economy
Do you know which factors influence bond yields and why the gap between short- and long-term yields is often viewed as an economic indicator?
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Looking Back, Looking Ahead
See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
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What’s the Real Return on Your Investments?
Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.
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Risk Tolerance: Stress-Test Your Portfolio…and Yourself
Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.
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.