Gateway Financial Partners

Kiran Dave

CLU, ChFC, AIF® – LPL Financial Advisor in North Carolina

  •  MBA for Long Island University, from Brooklyn, N.Y.
Most Proud of / Awards / Recognitions
  • My best awards are my clients who many are with me for over 25 years.
Areas of Focus
  • Personal Wealth Management Services
  • Personal Insurance Services
  • Investment Management
  • Estate Planning
  • Retirement Plan
  • Employee Benefit Education

Contact Information

10235 Paxton Run Road
Charlotte, NC 28277
Phone: 718.358.3283
Fax: 860.652.3163


Feel good always regardless of circumstances.


I am in financial profession for over 40 years and have insurance and all related investment licenses including series 7,63,65,51, 24 (held with LPL) and licensed in 13 states. I have charted life underwriter (CLU) , Chartered financial consultant (ChFC) , and also Accredited investment fiduciary and professional plan consultant (PPC). Associated with Gateway Financial partners less than a year.

Day in my life

Are You On Track for Retirement?

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