Gateway Financial Advisors - Brian Lombardo, CFP, CPA

Services Offered

• Financial planning
• Investment management
• Retirement planning
• Tax strategies

About

Brian Lombardo is a financial advisor based in San Jose, California, providing comprehensive financial planning and investment guidance to clients in the area. As a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA), he specializes in retirement planning, tax strategies, and wealth management. Brian focuses on helping individuals and families achieve their financial goals through personalized strategies and ongoing support. His practice is dedicated to serving clients who seek to build long-term financial security.

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