David Bobrowsky, CFP® – Gateway Financial Advisors

David has helped us so much in terms of getting our financial life in order. I strongly recommend him — now I worry less about our plan and whether or not we’re on track. Such a relief to know we’re in good hands.

I started using David at the beginning of the year to help me sort out my various retirement accounts, and to plan for future expenses. He’s extremely professional, I feel that I can confide my bad spending habits, and tell him about upcoming life events and big spending so that he can help me best address my concerns have enough savings for a rainy day.
I did ask David about another review on here, and we had a good laugh. I have had to reschedule a few of our meetings (with notice), and he has been quite accomodating.
I’m really looking forward to working with David for a long time. To date, I am following the plan that we agreed to and am feeling that I’m in a financial good place.

I have been working with David for close to a year and he is fabulous! I have since referred two clients to him and both are thrilled. Over the last year both my IRA and 401k have both made money. He was worth my time and money to meet with him. I look forward to seeing him later this year. He is also very responsive to emails if you need anything.

I have been working with David for nearly 3 years, and I have been extremely happy with his services. He has helped me set financial goals and regularly checks in to make sure everything is on track. He is genuinely interested in understanding my financial situation and needs, and tailors his advice accordingly.
I also appreciate that he does not aggressively push products. I have worked with other advisors who use scare and «doom and gloom» tactics to persuade you to put more of your assets under their management — I have honestly never felt that way with David. In fact, at our most recent meeting, he actually suggested that I consider NOT investing an additional amount of income that I will have available with him and instead use it to pay down some loans. This clearly indicates a customer-​focus where putting my long term needs ahead of any short-​term commissions is obvious.
He is also very responsive in getting back to my requests — and I regularly forward him requests that clearly don’t relate squarely to my investments with LPL. For example he annually helps me with my 401k investment strategy (funds NOT held with LPL) and has helped me make decisions regarding insurance, refinancing my home, and long term care.
Overall I really enjoy working with David and feel my finances are in able hands.

I scheduled an introductory meeting with LPL Financial 2 days ago and unfortunately had to cancel for a last minute work conflict. I sent an email notifying David I was unable to attend.
I will say that my canceling the meeting was probably the tipping point to an already frustrating day. However, His response was highly unprofessional, especially from someone I was considering to entrust my financial future. Please take this into consideration when choosing to work with LPL Financial.
Dear Steve:
I have a child sick at home today, which meant my wife had to rearrange her work schedule in order for me to be able to make our business meeting. Thank you for inconsideration and wasting my time by informing me at the very last possible minute. Good luck working with someone else,
David
David C.
CERTIFIED FINANCIAL PLANNER™
Chartered Life Underwriter ®
Chartered Financial Consultant ®
LPL FINANCIAL
1981 N. Broadway, Suite 305
Walnut Creek, CA 94 596
Phone (925) 944‑8700
Toll Free (888) 928‑3286
Fax (925) 944‑4914

David helped me to get my financial life in order. His advice and guidance has helped me achieve financial peace-​of-​mind. He is knowledgeable, kind and very patient with someone as new to the US financial world as me. I’m from the UK and moved here in 2008, and David has been able to help me figure out my medical insurance as well — a big plus. He takes the time to explain your options and has really great ideas to help you make the most of your money. I trust him completely and I’m looking forward to working with him throughout my career. I feel very looked after and protected with David’s counsel.

My husband and I have been working with David for several months and we couldn’t be happier with him. He has helped us make financial goals and implement them to the point where we feel much more comfortable about our current and future finances. He does not push financial products on us but he has lots of great suggestions for investments and insurance.
His flexibility, clear communication and friendliness make working with him not only easy but quite enjoyable too. We will not make any future major financial decision without speak to David first. I highly reccomend him.