Your Gateway to Financial Happiness

Gateway San Jose serves Menlo Park, Palo Alto, Mountain View, Los Altos, Sunnyvale, Cupertino, Saratoga, Campbell, Los Gatos, and San Jose.

Contact Us

2570 North First Street, Suite 200

San Jose, CA 95131

Phone: 408 728 4350, Dave McCaman 408 202 1481, Julie Ping He 408 507 9328

davem @gfainvestments.com

jhe@gfainvestments.com

admin6w6 @gfainvestments.com

Map and Directions

Gateway San Jose serves Menlo Park, Palo Alto, Mountain View, Los Altos, Sunnyvale, Cupertino, Saratoga, Campbell, Los Gatos, and San Jose.

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

Learning Center

Articles

Educate yourself on a variety of financial topics.
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A host of financial tools to assist you.
Newsletters

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Videos

A dynamic library of videos.
Flipbooks

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Glossary

Financial terms from A to Z.
Tax Library

Manage your taxes and prepare for the upcoming tax season.

Market Watch

Last Closing Prices

Ticker Name	Percent Difference (when noted with %) otherwise Last Price	Difference (where applicable)
Dow Jones Industrials	25,516.83	+0.06%
Nasdaq Composite	7,637.54	-0.07%
PHLX Semiconductor Index	1,382.75	-1.26%

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.

Contact Us

2570 North First Street, Suite 200

San Jose, CA 95131

Phone: 408 728 4350, Dave McCaman 408 202 1481, Julie Ping He 408 507 9328

davem @gfainvestments.com

jhe@gfainvestments.com

admin6w6 @gfainvestments.com

Map and Directions

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.

Investment Advisors Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor

Gateway Financial Advisors, Inc., and Cambridge Investment Research, Inc., are not affiliated.

Gateway Financial Advisors San Jose Branch is located at 2570 N 1st Street, Suite 200, San Jose CA 95131.

The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

PLEASE NOTE: When accessing any links to outside websites, this information being provided is strictly as a courtesy. When you access the link, you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representations as to the completeness or accuracy of information provided at this website. Also, the company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through such website.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, IL, IN, MA, NY, NC, OH,TX and WA. No offers may be made or accepted from any resident outside the specific states referenced.

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