David Bobrowsky
Gateway Financial Advisors, Inc.
1990 N California Blvd, 8th floor
Suite #867
Walnut Creek, CA 94596
9253220799
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 objective 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, NM, NV, OR, VA and WA
Years of Experience in Financial Services
24
Number of Years with Current Firm
10
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 Individuals, Financial Planning for Businesses, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
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
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CLU®, ChFC®, Chartered SRI Counselor
Securities Licenses
Series 66, Series 7
Insurance and Annuity Licenses
Variable Annuity, Variable Life, Long Term Care, Life, Disability, Health, Annuity
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
Commissions, Hourly, Based on Assets
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
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1816067/rothira-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, VA and WA.