David McCaman

Background

About David McCaman

I specialize in helping high net worth and growing net worth families manage their whole financial "big picture", including: Investment and portfolio management Retirement planning Healthcare and Social Security Income Tax Planning Insurance analysis Small business consulting Debt management, college planning, and many other areas FINRA Series 7, 66 registered Certified Public Accountant (CPA)- CA license # 86033 After 25+ years as a successful VP Controller for leading edge high tech firms in Silicon Valley, I changed direction to focus on helping my fellow tech employees take control of their personal finances. Now I'm blessed to have a career doing what I love. Gateway Financial Advisors, Inc. is a full-service financial advisory firm dedicated to helping our clients build wealth and put their financial "house in order" using smart finance strategies personalized for each family. Our firm is completely independent, so our loyalty belongs exclusively to our clients - not to a parent bank, insurance, or publicly traded broker dealer. We are fee based, so your success is our success. Our independence enables us to establish working relationships with a variety of industry-leading brokers, mutual funds, insurance providers, and private investment wholesalers whose products we leverage to create customized client portfolios. We recommend only those products and services that fit our clients' unique needs at the lowest cost possible. Registered Representative, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, member FINRA / SIPC to residents of CA, WA, MA, NV & OR. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Gateway Financial Advisors, Inc. and Cambridge Investment Research, Inc. are not affiliated.