Brian Lombardo, CPA, CFP

Brian Lombardo brings over 30 years of experience to Gateway as a financial professional.  Mr. Lombardo has extensive experience in the areas needed to help you with your financial planning needs.  He is a CERTIFIED FINANCIAL PLANNER (CFP(R)) and licensed as a CPA in Tennessee.   Mr. Lombardo specializes in comprehensive financial planning and wealth management to high net worth families.   He will prepare a comprehensive financial plan that enables families to plan when they can retire or achieve increased flexibility with their career that affords them the lifestyle that they desire.  He works with portfolio managers to ensure client assets are optimized to achieve the returns desired within the clients' specific acceptable level of risk.  Brian has a very strong understanding of relevant tax law to apply appropriate tax management strategies for any financial plan.  Given his background as a former CFO, he works well with business owners and corporate executives to bring ideas to the table for successfully managing their business or planning their financial future.  

Mr. Lombardo has been a Certified Financial Planner (CFP®) since 2011.  He was a former CFO and corporate controller for a variety of venture funded startup companies. Licensed as a CPA in 1996, Brian spent his early career with Grant Thornton LLP.  Mr. Lombardo held corporate positions at Cisco Systems, Avanex Corp, GenPlay Games and a number of successful venture capital funded startup companies.

In 1993, Mr. Lombardo graduated magna cum laude with a double major in Finance and Accounting from UMASS at Lowell.  He successfully passed the CPA exam while still in college in May 1993 and became licensed as a CPA in 1996 after completing 3 years of CPA firm experience.  Mr. Lombardo obtained various Insurance and Securities licensing in 2008 and 2009.  He obtained the CFP credential in 2011.

On a personal note, Mr. Lombardo has been married to his lovely wife, Alice, since 2005.  They have two children, Brian Jr and Kate.  Most of his time outside of work is spent with family, playing pickleball, relaxing with friends, going to church related activities and occasionally playing some golf.  Additionally, Mr. Lombardo has served on a variety of non-profit boards and lead a weekly community youth outreach program in downtown San Jose from 2002 – 2011.  Mr. Lombardo primarily runs his practice out of Franklin, TN.

Brian Lombardo's Licensing:
CPA - TN License #27301
CFP® - CFP Board ID #174461
FINRA Series 7, 6, 62, 63, 65 (Securities Licensing)
Life & Health Insurance - TN License #2450580