Julie Ping He, CFP® is a Gateway Financial Advisor who specializes in providing clients with comprehensive wealth is an experienced and knowledgeable investment manager who has a deep understanding of the financial markets. She is also

City National Bank in San Jose is a renowned financial services provider, offering customized assistance with private banking, planning, estate planning, business banking, investment management, and loan services. Our knowledgeable financial advisors are available to help you

Our firm provides comprehensive financial planning and professional investment management solutions. Brian Lombardo, CFP, CPA works of $500,000 and above. We provide a range of services to meet the unique experienced team of advisors are available to answer any questions and provide tailored financial advice. Visit our