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Julie Ping He, CFP - Gateway Financial Advisor
San Jose,CA Company OpeningFinancial ServicesJulie Ping He, CFP® is a Gateway Financial Advisor who specializes in providing clients with comprehensive wealth that every action taken is always in the best interests of her clients. Julie is an experienced has a deep understanding of the financial markets. She is also a fiduciary, meaning she puts her clients -
Brian Lombardo, CFP, CPA
San Jose,CA Financial ServicesOur firm provides comprehensive financial planning and professional investment management solutions. Brian Lombardo. Our experienced team of advisors are available to answer any questions and provide tailored financial advice. Visit our trust our team to provide you with the best advice and service. We're here to help
