This profile has not been claimed by the business owner or representative.
to update business information, get appointment requests, engage visitors with web chat, and more!
Brian Lombardo, CFP, CPA
- Investing
- San Jose, CA
About this business
Location details
Gateway Financial Advisors, 2570 N 1st St Ste 200, San Jose, CA, 95131, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Was referred to Gateway and I'm 100% satisfied with the service!
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 servic... read more
Frequently asked questions about Brian Lombardo, CFP, CPA
How is Brian Lombardo, CFP, CPA rated?
Brian Lombardo, CFP, CPA has a 5 star rating with 2 reviews.
When is Brian Lombardo, CFP, CPA open?
Brian Lombardo, CFP, CPA is closed now. It will open tomorrow at 9:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com