| Advisor Profile |
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| Name: |
David Bobrowsky |
| Phone Number: |
(925) 322-0799 |
| Website: |
Visit Website
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Disclosure Link:
WiserAdvisor provides referr...
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| 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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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 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 |
| Years of Experience in Financial Services: |
24
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| 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
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| States Licensed in: |
CA, CO, GA, HI, NM, NV, OR, VA and WA
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| Number of Years with Current Firm: |
10
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| Insurance License#: |
CA 0D11810
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| Work with the following types of clients: |
Businesses, Individual Investors
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| Name of Broker/Dealer: |
Cambridge Investment Research, Inc.
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| Advisory Services Provided: |
Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting
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Education |
| Academic Background |
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| BA, Political Science - UCLA
MA, Political Science - New York University
M.Phil., Political Science - New York University |
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Services |
| Investment Types: |
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI), Real Estate
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| Can meet clients in the following ways: |
Your Office, Our Office, Your Home, Video Conference
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CLU®, ChFC®, CFP®, Chartered SRI Counselor
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| Securities Licenses: |
Series 7, Series 66
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
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| Financial Organization Memberships: |
Financial Planning Association (FPA), Northern California Planned Giving Council
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Firm Information |
| Firm's Number of Clients: |
60
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Compliance |
| Criminal Disclosures in Last 5 years: |
I have a clean record
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Fee % Based on Assets: |
1-2%
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| Compensation Methods: |
Based on Assets, Hourly, Commissions
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| Minimum Portfolio Size for New Managed Accounts: |
$500,000
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