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David Bobrowsky

Gateway Financial Advisors, Inc.

1261 Locust St.
Suite #60

Walnut Creek, CA 94596

925-322-0799

About Gateway Financial Advisors, Inc.

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

Firm Start Year

2000

No.of Employees

1

CRD#

4261724

Firm CRD#

39543

Insurance License#

CA 0D11810

Name of Broker/Dealer

Cambridge Investment Research, Inc.

States Licensed in

CA, CO, GA, HI, NV, OR, WA

Years of Experience in Financial Services

21

Number of Years with Current Firm

7

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

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning

Services

Investment Types

Real Estate, Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Annuities, Insurance, Alternative Investments, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Home, Our Office, Your Office, Video Conference

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, Chartered SRI Counselor, ChFC®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Disability, Annuity, Long Term Care, Variable Life, Health, Life, Variable Annuity

Financial Organization Memberships

Northern California Planned Giving Council, Financial Planning Association (FPA)

Firm Information

Firm's Number of Clients

60

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Commissions

Fee % Based on Assets

1-2%

Education

Bachelor of Arts - Political Science

UCLA
September 1987 - June 1991

Master of Arts - Politics

New York University
September 1992 - June 1994

Master of Philosphy - Politics

New York University
July 1994 - May 2003

Disclaimer

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, GA, HI, NV, OR and WA.