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Brian Lombardo, CFP, CPA
- Investing
- San Jose, CA
About this business
Our firm provides comprehensive financial planning and professional investment management. Brian Lombardo works with clients who have assets to be managed in excess of $500,000. Other experienced advisors are available, as well. Visit our website or call our office to schedule an introductory meeting. We will be happy to discuss your needs and review our services, our processes and our fees during the introductory meeting.
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 open now. It will close at 5:00 p.m.
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