DavidBobrowsky- Financial Advisor Walnut Creek, CA

Home > Financial Advisor Directory > california > walnut creek

About David Bobrowsky

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 objective 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.

See Disclosures

General Information

Firm Start Year

2000

No. of Employees

CRD#

4261724

Firm CRD#

39543

Insurance License#

CA 0D11810

Name of Broker/Dealer

Cambridge Investment Research, Inc.

States Licensed in

CA, CO, GA, HI, NM, NV, OR, VA and WA

Years of Experience in Financial Services

Number of Years with Current Firm

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

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CLU^®, ChFC^®, Chartered SRI Counselor

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Variable Annuity, Variable Life, Long Term Care, Life, Disability, Health, Annuity

Financial Organization Memberships

Financial Planning Association (FPA), Northern California Planned Giving Council

Firm Information

Firm's Number of Clients

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Commissions, Hourly, Based on Assets

Fee % Based on Assets

1-2%

Education

Bachelor of Arts - Political Science

UCLA
September 1987 -June 1991

Master of Arts - Politics

New York University
September 1992 -June 1994

Master of Philosphy - Politics

New York University
July 1994 -May 2003

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1816067/paladinregistry-Gateway-Financial-Advisors,-Inc.-detailed-disclosure.html

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, VA and WA.

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

David Bobrowsky

Gateway Financial Advisors, Inc.