Brian Lombardo, CFP®, CPA - Email & Phone Number

Certified Financial Planner & Branch Manager at Gateway Financial Advisors, Inc.

Brian Lombardo, CFP®, CPA is based out of San Jose, California, United States and works at Gateway Financial Advisors, Inc. as Certified Financial Planner & Branch Manager.

Brian Lombardo, CFP®, CPA's Contact Information

Latest update

April 29, 2024

Location

San Jose, California, United States

Brian Lombardo, CFP®, CPA's Work History

Certified Financial Planner & Branch Manager

Gateway Financial Advisors, Inc.

Sep 2012 - Present

Independent Registered Investment Advisor

Cambridge Investment Research, Inc.

Sep 2012 - Present

Financial Advisor

MML Investors Services and NYLIFE Securities

Jan 2009 - Sep 2012

Brian Lombardo, CFP®, CPA's Education

University of Massachusetts Lowell

BSBA

1989 - 1993

Brian Lombardo, CFP®, CPA's Skills

Financial Services

Strategic Financial Planning

Financial Analysis

Retirement Planning

Management

Start-ups

Brian's current employer

Gateway Financial Advisors, Inc.

Description

Website

gfainvestments.com

HQ Location

Albuquerque, New Mexico, United States

Number of employees

51-200

Industry

Financial Services

Latest update

May 1, 2024

Read about Gateway Financial Advisors, Inc.

Frequent questions about Brian Lombardo, CFP®, CPA

What company is Brian Lombardo, CFP®, CPA working for?

Brian Lombardo, CFP®, CPA works for Gateway Financial Advisors, Inc..

What is Brian Lombardo, CFP®, CPA's function at Gateway Financial Advisors, Inc.?

Brian Lombardo, CFP®, CPA is Certified Financial Planner & Branch Manager at Gateway Financial Advisors, Inc..

Where is Brian Lombardo, CFP®, CPA based?

Brian Lombardo, CFP®, CPA is based out of San Jose, California, United States.

Who are Brian Lombardo, CFP®, CPA's co-workers?

Brian Lombardo, CFP®, CPA's colleagues are Shane Westhoelter, Steve Doman, Nicole Varick, David McCaman, Gabriel Aufiero, Chad Cooper, David Beltran, Steve Goslin, David Bobrowsky, Rickey Bowen, Tim Porter, Harry Panosian, David King, Kevin Brown, Derek Cockrell, Aprilyn LACP, Scott Gill, Gary Wood, Michael Bivens, Brian Lombardo, Julie He, James Smith, Jane Louie, Mike Liu, Roland Bergman.

Brian's co-workers

Director of Transitions/Business Development Associate

Financial Advisor / Investment Advisor Representative

Independent Financial Planner

Tim Porter

Financial Advisor

Harry Panosian

Certified Financial Planner ™, Certified Divorce Financial Analyst®,Chartered Financial Consltant™

David King

Financial Advisor

Kevin Brown

Investment Advisor Representative

Financial Advisor, CFP®, ChSNC®

Gary Wood

Branch Manager

Michael Bivens

Financial Advisor, Branch Manager - Gilbert AZ

Brian Lombardo

Certified Financial Planner & Branch Manager

Human Capital Financial Services Provider

Mike Liu

Independent Financial Advisor

Roland Bergman

Financial Planner / Investment Advisor Rep.

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