Featured Business Financial Advisor in Walnut Creek, CA
Walnut Creek Financial Advisors
David Bobrowsky, CFP
1261 Locust St., Suite #60
Walnut Creek, CA 94596
(925) 322-0799
Advisor Profile
David Bobrowsky, CFP
Name:  David Bobrowsky, CFP
Phone Number:  (925) 322-0799
Website:  Visit Website
David is a Registered Representative with, and securities offered through Cambridge Investment Research, Inc., Member FINRA/SIPC (please see website section above for hyperlinks to FINRA/SIPC). Investment Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, Inc. and Cambridge are not affiliated. Registered to conduct securities business in CA, CO, HI, NV, OR and WA.

About David Bobrowsky, CFP

David specializes in helping successful professionals review their current tax and investment situations to plan for retirement and help efficiently transfer their assets to their children, grandchildren and charitable beneficiaries.

Helping others get the unbiased information they need to make sense of their options, designing a roadmap that reflects the specific concerns he hears from his clients, and supporting them to make tough but educated decisions to help gain control over their financial lives has been David's mission since he began his career in financial planning in 2000.

As a Certified Financial Planner (TM) professional, David develops comprehensive financial planning strategies to help address client goals, and then help clients implement those strategies, often in coordination with clients' other professional advisors.

To learn more about David's fee based financial planning process, call to set up a complimentary initial consultation.

General Information

Gender:    Male
CRD#:    4261724
Insurance License#:    CA 0D11810
Name of Broker/Dealer:    Cambridge Investment Research, Inc.
States Licensed in:    AL, CA, CO, FL, HI, IL, MI, NV
States Willing to do Business in:   
Years of Experience in Financial Services:    18
Number of Years with Current Firm:    4
Work Experience:    Financial Planner: Gateway Financial Advisors, Inc. June 2014 to Present LPL Financial: 2009 to June 2014 Lincoln Financial Advisors: 2002 to 2009 American Express Financial Advisors: 2000 to 2002
I work with the following types of clients:    Businesses, Individual Investors


Academic Background
BA, Political Science - UCLA MA, Political Science - New York University M.Phil., Political Science - New York University


Investment Types:    Exchange Traded Funds (ETFs), Alternative Investments, Real Estate, Mutual Funds, Stocks, Bonds, Insurance, Annuities, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At your office, At your home, At my office

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU)
Securities Licenses:    Series 7, Series 66
Insurance and Annuity Licenses:    Long Term Care, Health, Annuity, Disability, Variable Life, Life, Variable Annuity
Financial Organization Memberships:    Northern California Planned Giving Council, Financial Planning Association (FPA)

Firm Information

Firm's Number of Clients:    50


Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Commissions, Based on Assets, Hourly
Fee % Based on Assets:    1-2%
Hourly Rate:    $250
Prepared By: David Bobrowsky, CFP