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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Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.
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Consider REITs for Income and Diversification
Explore the basics of equity real estate investment trusts (REITs) including their potential benefits and risks.
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Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.
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Trusts Offer More Than Estate Tax Protection
Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.
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.