Gateway Financial Advisors - Brian Lombardo, CFP, CPA - San Jose, California

Gateway Financial Advisors - Brian Lombardo, CFP, CPA

Located at 2570 N First St Suite 200, San Jose, CA 95131, Gateway Financial Advisors, led by Brian Lombardo, CFP, CPA, is a highly recommended financial consulting and planning service. With the phone number 408-728-4350, and website brianlombardo.com, the firm specializes in providing exceptional financial consultant, financial planner, and investment service.

Specialties and Services

• Financial consultant
• Financial planner
• Investment service

Brian Lombardo stands out in his field due to his unique blend of certifications, including Certified Financial Planner (CFP) and Certified Public Accountant (CPA). This rare combination allows him to offer in-depth tax advice that is not commonly provided by other financial planners. His commitment to helping his clients go beyond their financial needs is evident in his willingness to connect them with other professionals when necessary.

Accessibility and Recommendations

Gateway Financial Advisors ensures accessibility for all clients, with wheelchair accessible entrance, parking lot, and restrooms. Appointments are recommended for those seeking to meet with Brian Lombardo personally.

With an impressive 5 out of 5 star rating based on reviews, Gateway Financial Advisors - Brian Lombardo, CFP, CPA, has earned a stellar reputation in the industry. Clients consistently rave about the excellent service they receive, highlighting Brian's exceptional expertise and personal commitment to their financial well-being. Many have even referred to him as their "go to person" for fulfilling their family's wishes.

Opinions and Testimonials

One notable testimonial states, "I have referred many clients to Brian and they have raved about his excellent services. Brian not only has a CFP but a CPA as well, which is rare for a financial planner. This allows him to give in-depth tax advice that most other financial planners cannot. If a client has a need outside of Brian’s area of expertise, he goes out of his way to get his clients the help they need." This sentiment underscores the high regard in which Brian Lombardo and his services are held within the financial planning community.

For anyone seeking a reliable, knowledgeable, and dedicated financial advisor, Gateway Financial Advisors - Brian Lombardo, CFP, CPA, is highly recommended. With his unique expertise, commitment to client satisfaction, and accessible location, Brian Lombardo is well-positioned to help individuals and families achieve their financial goals.

👍 Reviews of Gateway Financial Advisors - Brian Lombardo, CFP, CPA

Cheri M.

5/5

I have referred many clients to Brian and they have raved about his excellent services. Brian not only has a CFP but a CPA as well, which is rare for a financial planner. This allows him to give in-depth tax advice that most other financial planner cannot. If a client has a need outside of Brian’s area of expertise, he goes out of his way to get his clients the help they need. In fact many of Brian’s clients consider him a “go to person” to fulfill their family’s wishes. I highly recommend Brian for financial planning services.