Our Mission Statement

Our Mission is to be your family's trusted Financial Advocate!

Gateway Financial Advisors is an Independent firm that focuses on comprehensive financial planning services and investment management for families and small business owners.  Gateway Financial Advisors San Jose Branch, led by Brian Lombardo, CFP®, CPA, and teamed with David McCaman, CPA and Julie Ping He, MBA are here to help you plan and implement the right strategies to support your financial success. 


We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. Our mission is listen and understand your financial situation and provide you with only the highest quality advice, services, referrals and recommendations to help you reach your financial goals.


​We utilize leading edge technology to improve your client experience and provide you the best available information to support important life decisions.   We proudly utilize eMoney for financial planning and projections, BNA Tax Planner for up to date and highly precise income tax planning, and DocuSign eSignature for convenient document signature through email.