Financial Planner San Jose Near Me

4worldlovers: Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.

Investment Advisors Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor

Gateway Financial Advisors, Inc., and Cambridge Investment Research, Inc., are not affiliated.

Gateway Financial Advisors San Jose Branch is located at 2570 N 1st Street, Suite 200, San Jose CA 95131.

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It is our mission to help individuals and families achieve their ideal retirements.

It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.

4worldlovers: We offer a wide variety of services all geared to help you with your financial and life goals.


No matter where you’re at in your financial journey, we design a customized financial plan specific to your needs with the flexibility you require. Life isn’t static, and an effective financial plan shouldn’t be either. As your life undergoes shifts, we adjust your wealth plan to meet the moment. Contact us to learn more about our client-focused services.