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 and Nashville Branches are led by Brian Lombardo, CPA, CFP®.  Between the two branches, in addition to Brian, there are six well credentialed advisors including: David McCaman, CPA; Julie Ping He, MBA, CFP®; Robert Soerens, JD; Mike Liu, CFPA®; and Rene'-Francois Cervantes 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.