Our Goal:

To help our clients create a "Quality Life Plan" allowing them to plan and control their financial future. 

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.

Our Location

Gateway Financial Advisors Inc.

1801 N. California Boulevard #106
Walnut Creek, CA 94596
ph: 925.322.8067
fax: 925.407.2851

Latest News

Financial & Economic Brief - March 12th, 2014

• U.S. Public Pension Shortfalls - A bullish stock market over the last two years has not restored the deficits many U.S. public pension systems are facing after a decade of poor funding.

• February Job Creation Up - Adding to the already complicated economic recovery, both job creation and the unemployment rate rose higher in February.

• Effects of Sanctions on Russia on Business - Business groups in the energy sector and elsewhere are pushing to ensure that any U.S. sanctions on Russia are joined by the rest of the world.

Financial & Economic Brief - March 26th, 2014

• U.S. Exporters Affected - Product orders from Russia are being suspended or trimmed for several U.S. exporters as the U.S. confronts Russia...

• China’s Reforms at Risk - As growth in China seems to be slowing down, Beijing may be driven to put critical market-oriented reforms on hold.

• Eurozone Recovery Strong - The Eurozone economic recovery seems to be more comprehensive with the expansion in both the manufacturing and service industries...

Financial & Economic Brief - April 9th, 2014

• Corporate Earnings Down - According to FactSet Research, earnings for companies in the S&P 500 are expected to be down by 1.2% in the first quarter of 2014.

• Conflicts Arise Among Markets - International Monetary Fund (IMF) and World Bank officials meet this week to discuss the tensions between emerging and advanced markets on policy decisions.

• Off-Exchange Trading - “Off-exchange” trading is happening so regularly now that around 40% of all trades that quote stock prices may not mirror where the market actually is.

Financial & Economic Brief - March 19th, 2014

• Stocks Up Despite Crimean Vote - Despite the Crimean vote over the weekend to leave Ukraine and join Russia stocks rose today after last week’s losses.

• China Widens Trading Band - China’s decision to allow its currency’s value to fluctuate more against the U.S. dollar was welcomed by U.S. Treasury Secretary.

• Teen Employment Plunges - According to a new study by the Brookings Institution, teens and early 20-somethings are not finding jobs.

Financial & Economic Brief - April 2nd, 2014

• Potential for another Quarterly Gain - Stocks are up today and if they hold, the S&P 500 Index is positioned for a fifth straight quarterly gain.

• Health Care Prices Up - Health care expenses rose at a 5.6% annual rate in the fourth quarter of 2013, the fastest pace in 10 years, according to the Bureau of Economic Analysis.

• Inflation Hits Lowest Levels - Inflation in the Euro zone continues to be an issue as it hit its lowest level since November 2009 in March.

Financial & Economic Brief - April 15th, 2014

• U.S. Retail Sales Up - U.S. retail sales increased 1.1% in March, the largest climb since September 2012, according to The Commerce Department.

• Stocks Fall - Last week the Nasdaq’s most expensive and risky stocks fell, adding to the 8.2% drop since its March 5 high.

• Growth Fragile - After three days of talks, top officials from the International Monetary Fund (IMF) and the World Bank concluded that the global economy is getting stronger but is still fragile.

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