David Bobrowsky, CFP® – Gateway Financial Advisors

Specialties

David specializes in helping successful professionals and business owners review their current tax and investment situations to plan for retirement and help efficiently transfer their assets to their children, grandchildren and charitable beneficiaries. David is a Registered Representative with, and securities offered through Cambridge Investment Research, Inc., Member FINRA/​SIPC. Investment Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Gateway Financial Advisors, Inc. and Cambridge are not affiliated. To learn more about David’s fee based financial planning process, please contact David to setup a complimentary initial consultation.

Areas of Focus:

* Fee-​Based Personal Financial Planning

* Retirement Planning

* Retirement Income Planning

* Investment Portfolio Management

* Tax Strategies

* Risk Management Solutions

* Long-​Term Care

* Estate Planning

* Sudden Wealth

History

Established in 2000.

David was motivated to begin his career in financial planning by his mother, whose father passed away when she was very young, and who saw her own mother run a business and raise two small girls by herself. Because of this, she always wanted to be in control of her financial destiny and often struggled to make the best of her situation piecemeal, without an overall plan or professional assistance. Helping others get the 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 ever since.

Registered to conduct securities business in CA, CO, HI and NV. Third-​party posts on this profile do not reflect the view of Cambridge Investment Research, Inc. and have not been reviewed by Cambridge Investment Research, Inc. as to accuracy or completeness.

Meet the Business Owner

David B.

Business Owner

David has been directly advising clients as a financial planner for over 14 years. David joined Gateway Financial Advisors, Inc. and became affiliated with Cambridge Investment Research, Inc. as a Registered Representative and Investment Advisor Representative in 2014 in order to be able to offer completely independent advice to his clients.

David has been a Certified Financial Planner™ practitioner since 2004. He earned the Chartered Life Underwriter® designation in 2005 and, most recently, in 2010 the Chartered Financial Consultant® designation, both through the American College of Bryn Mawr, PA. David is a member of the Financial Planning Association and the Northern California Planned Giving Council.

David is a graduate of UCLA with a B.A. in Political Science, and also holds a M.A. and M.Phil. in Politics from NYU, where he pursued and published doctoral research on the causes and impact of the social investing movement.