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David Bobrowsky, Certified Financial Planner

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(925) 322-0799 Call

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1701 N. California Blvd, #60Walnut Creek, CA 94596

Description

David is a CFP® specializing 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
* Inheritance and Sudden Wealth

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Business details

Hours of Operation

  • MON
  • 09:00am
  • 05:00pm
  • TUE
  • 09:00am
  • 05:00pm
  • WED
  • 09:00am
  • 05:00pm
  • THU
  • 09:00am
  • 05:00pm
  • FRI
  • 09:00am
  • 05:00pm
  • SAT
  • SUN

Year Established

2000

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