Our client's successes have propelled us to become one of the premier wealth management firms in the East Bay. As an independent fee-based firm, we are free from ties to the big banks, insurance companies, and Wall Street brokerage houses. Our clients value our unbiased, straight forward advice and the confidence it provides.

We pride ourselves on personal service, flexibility and close attention to detail.

Our vision is to reduce the stress of financial decision-making and help you reach your financial goals so you can live the lifestyle you've worked so hard to achieve.

Find out if you're on track to a successful retirement by taking our Retirement Assessment quiz.

Our Location

Gateway Financial Advisors Inc.
1801 N. California Boulevard #106
Walnut Creek, CA 94596
Mike: 925.322.8067
Jim: 925.322.8064

Latest News

Financial and Economic Brief - October 1, 2020

• What is the FED saying about interest rates now? - Interest rates effect virtually every financial decision Americans make; from buying a home, buying a car, or charging purchases to a credit card.

• Here it is in a nutshell – Evaluating Economic Sectors - When media pundits, bankers, and government officials discuss the economy, frequently it is difficult to fully grasp the implications and their effect as a whole.

• Technology Trends for the Next Decade - 25 hot technology trends that will continue to influence the global economy and how they will affect how we manage our investments and savings.

Financial and Economic Brief - September 3, 2020

• Are people moving out of the cities to suburbia? - There has been a lot of buzz around whether the Covid-19 Pandemic has more people fleeing the large cities for the suburban life.

• The Best New Careers of 2020 – It’s no longer a secret! - Many people often wonder what jobs will produce the best possible future for themselves and their families.

• Retirement Savings Tips for 45 – 54 Year Olds - Retirement planning is always a challenging process. This is generally because individual goals change and the cost of living is a moving target.

Financial and Economic Brief - August 4, 2020

• A Q2 Economic Evaluation - Now that the American Economy has gone through at least one quarter of Covid-19, we have an opportunity to glance back at the equity markets to see how they performed.

• International Monetary Fund’s Latest Update - Countries around the world share the same apprehensions about financial health of economies as well as physical health of the people.

• Top 10 Technology Trends of 2020 - The rapid growth of technology is paving the way for career growth in 10 different but connected areas.

Financial and Economic Brief - July 3, 2020

• The Trend in Wage Growth and Spending - The country’s unemployment rate has leveled off and Americans have shown remarkable resilience in the face of high unemployment numbers.

• Mortgage Rates are the Lowest in Years - For individuals and families who are looking to buy a new home, interest rates are low and expected to potentially go lower.

• Where are Oil Prices Headed? - Decades ago no American would have believed that the price of a barrel of oil would drive a wedge between OPEC oil producing nations.

Financial and Economic Brief - June 2, 2020

• Payroll Protection Program Gets Necessary Adjustments - Businesses that have secured a Payroll Protection Program loan from Uncle Sam may be looking at legislation to ease the requirements for loan forgiveness.

• What’s Ahead for Treatment or Cure of Coronavirus? - Americans are eager for one of the many drug companies to develop a vaccine for the Coronavirus.

• The Fed’s Latest Cash Infusion - The future of the US Economy has been bolstered by the efforts of the Federal Reserve Bank to smooth-out the disruptions caused by the Coronavirus.

Financial and Economic Brief - May 6, 2020

• Here are Important Social Security Changes for 2020 - For today’s retired Americans, it frequently represents a healthy amount of their monthly income.

• Did the SECURE Act Kill the Stretch IRA? - Individuals who have successfully used IRA’s as an estate tax planning tool may be trying to find new ways to leave assets to named beneficiaries in a way that minimizes the long-term effects of the estate tax.

• Warren Buffett has Sold Berkshire Hathaway’s Position in Airline Stocks - The Oracle of Omaha doesn’t always get it right (but so far his track record has been mighty impressive!)

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