David C. Bobrowsky, CFP<sup>&reg;</sup> - Financial Advisor

David C. Bobrowsky, CFP®

CLU®, ChFC®

Financial Planner

Gateway Financial Advisors, Inc.

1990 N California Blvd, 8th floor, Suite #867
Walnut Creek, CA 94596
FINANCIAL ADVISOR'S WEBSITE
(888) 928-3286
+1 More Number
(925) 322-0799
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General

David Bobrowsky is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Gateway Financial Advisors, Inc. in Walnut Creek, CA and the surrounding communities.

Financial Advisor Overview

David has been directly advising clients for 20 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 TM practitioner since 2004.  He earned the Chartered Life Underwriter (R) designation in 2005 and the Chartered Financial Consultant (R) designation, both through the American College of Bryn Mawr, PA. in 2010. Recently, David completed additional training to become a Chartered Socially Responsible Investing Counselor (CSRIC™) to better serve the needs of my clients desiring to incorporate their values in their portfolios with sustainable, responsible, and impact investments.  David is a member of the Financial Planning Association and Northern California Planned Giving Council.

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Financial Advisor Experience

David specializes in helping successful professionals and business owners review their current tax and investment situations to plan for retirement and help efficiently transfer theirs assets to their children, grandchildren, and charitable beneficiaries.  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 since he began his career in financial planning in 2000.  To learn more about David's fee based financial planning process, please contact David to set up a complimentary initial consultation.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Chartered Life Underwriter ® Chartered SRI Counselor™

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Broker-Dealer Disclaimer

David is a Registered Representative with, and securities offered through Cambridge Investment Research, Inc. Member FINRA(www.finra.org) /SIPC(www.sipc.org).  Investment Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Gateway Financial Advisors, Inc. and Cambridge are not affiliated.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources