National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

David Bobrowsky, CFP®

David Bobrowsky, CFP®

1261 Locust St.
Suite #60

Walnut Creek, CA 94596
(925) 3220799

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.

General Information

Firm Start Year

2000

No.of Employees

1

CRD#

4261724

Firm CRD#

4261724

Insurance License#

CA 0D11810

Name of Broker/Dealer

Cambridge Investment Research, Inc.

States Licensed in

CA, CO, GA, HI, NV, OR, WA

Years of Experience in Financial Services

20

Number of Years with Current Firm

6

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

Individual Investors, Businesses

Services

Investment Types

Exchange Traded Funds (ETFs), Alternative Investments, Real Estate, Stocks, Annuities, Mutual Funds, Bonds, Insurance, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your office, At my office, Video Conference, At your home

Compliance

Registered Investment Advisor

No

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

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Life Underwriter (CLU®)

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Disability, Long Term Care, Life, Health, Variable Life, Annuity, Variable Annuity

Financial Organization Memberships

Financial Planning Association (FPA), Northern California Planned Giving Council

Firm Information

Firm's Number of Clients

60

Compensation and Fees

Fee Structure

Fee-Based (Fee and Commissions)

Compensation Methods

Based on Assets

Fee % Based on Assets

1-2%

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 CA, CO, GA, HI, NV, OR and WA.