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David + Bobrowsky - Financial Advisor in Walnut Creek, CA

Paladin Research Report For:

David Bobrowsky

Gateway Financial Advisors, Inc.

CFP® Chartered SRI Counselor ChFC®
1261 Locust St.
Suite #60
Walnut Creek, CA 94596
925-322-0799
Visit Website
https://gfainvestments.com/

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.

See Disclosures

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

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
  • Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
Financial Organization Memberships
  • Financial Planning Association (FPA), Northern California Planned Giving Council

Firm Information

Firm's Number of Clients
  • 60

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $500,000
Compensation Methods
  • Based on Assets, Commissions, Hourly
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

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

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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  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
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