David Bobrowsky- Financial Advisor Walnut Creek, CA

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About David Bobrowsky

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^™ 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.

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General Information

Firm Start Year

2000

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

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

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1816067/paladinregistry-Gateway-Financial-Advisors,-Inc.-detailed-disclosure.html

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.

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David Bobrowsky

Gateway Financial Advisors, Inc.