David Bobrowsky, CFP
David Bobrowsky, CFP

Tel: (925) 322-0799
1261 Locust St.
Suite #60
Walnut Creek, CA 94596
David Bobrowsky, CFP | Financial Advisor in Walnut Creek ,CA


About David Bobrowsky, CFP

David specializes in helping successful professionals review their current tax and investment situations to plan for retirement and help efficiently transfer their assets to their children, grandchildren and charitable beneficiaries.

Helping others get the unbiased 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.

As a Certified Financial Planner (TM) professional, David develops comprehensive financial planning strategies to help address client goals, and then help clients implement those strategies, often in coordination with clients' other professional advisors.

To learn more about David's fee based financial planning process, call to set up a complimentary initial consultation.

17 Years of Experience


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General Information

Firm Start Year:   2000
Insurance License#:   CA 0D11810
Name of Broker/Dealer:   Cambridge Investment Research, Inc.
States Licensed in:   AL, CA, CO, FL, HI, IL, MI, NV
Number of Years with Current Firm:   3
Work Experience:   Financial Planner:
Gateway Financial Advisors, Inc. June 2014 to Present
LPL Financial: 2009 to June 2014
Lincoln Financial Advisors: 2002 to 2009
American Express Financial Advisors: 2000 to 2002
I work with the following types of clients:   Businesses , Individual Investors


Services

Investment Types:   Bonds , Stocks , Mutual Funds , Alternative Investments , Exchange Traded Funds (ETFs) , Annuities , Insurance , Real Estate , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office , At your home , At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability , Life , Annuity , Health , Variable Life , Variable Annuity , Long Term Care
Financial Organization Memberships:   Northern California Planned Giving Council , Financial Planning Association (FPA)


Firm Information

Firm's Number of Clients:   50


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets , Commissions , Hourly
Fee % Based on Assets:   1-2%
Hourly Rate:   $250


Education

Bachelor of Arts - Political Science  UCLA
September 1987-June 1991

Master of Arts - Politics  New York University
September 1992-June 1994

Master of Philosphy - Politics  New York University
July 1994-May 2003



Disclaimer

David is a Registered Representative with, and securities offered through Cambridge Investment Research, Inc., Member FINRA/SIPC (please see website section above for hyperlinks to FINRA/SIPC). Investment Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, Inc. and Cambridge are not affiliated. Registered to conduct securities business in AL, CA, CO, FL, HI, IL, MI and NV.

David Bobrowsky, CFP

David Bobrowsky, CFP

CERTIFIED FINANCIAL PLANNER™ Certificant, ChFC®, CLU


David has been directly advising clients as a financial planner for 17 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? practitioner since 2004. He earned the Chartered Life Underwriter designation in 2005 and, most recently, in 2010 the Chartered Financial Consultant designation, both through the American College of Bryn Mawr, PA. David is a member of the Financial Planning Association and the Northern California Planned Giving Council.

David is a graduate of UCLA with a B.A. in Political Science, and also holds a M.A. and M.Phil. in Politics from NYU, where he pursued and published doctoral research on the causes and impact of the social investing movement.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

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