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