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David Bobrowsky, CFP®, CLU®, ChFC®, CSRIC™

1990 N California Blvd, 8th floor, Suite #867
Walnut Creek, CA 94596

Phone:

Office 925-322-0799 Mobile 510-928-3286 Toll-Free 888-928-3286

Fax:

800-939-9714

E-mail:

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Your Financial Goals Deserve A Uniquely Customized Plan!

Serving Walnut Creek, CA and the greater San Francisco Bay Area

As a Certified Financial Planner® professional representing Gateway Financial Advisors, Inc., we are dedicated to developing lasting relationships with all our clients.  Please take a moment to watch our brief intro video:

We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. We're looking forward to using our expertise to help you pursue your financial goals. 

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On our website, you'll find a wealth of information about our background, our financial planning process, and the services we offer. You can also find a wealth of resources in the form of videos, newsletter articles, calculators, and research reports that demonstrate our belief that providing clients with the tools and information to make educated decisions about their finances gives them the choice and control necessary to take the steps toward achieving financial success.

Explains special costs and financial implications of condo ownership.

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Explains benefits of employee-stock ownership plans for succession planning.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Use this calculator to estimate how much income and savings you may need in retirement.

This calculator can help you determine whether you should consider converting to a Roth IRA.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck