Golden Gate Personal Financial Planning
Golden Gate Personal Financial Planning (CRD# 132264) is a financial advisory firm headquartered in San Francisco, CA. They manage $73,000,000 in 136 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management73MILLION
Total Number of Accounts136ACCOUNTS
Average Account Value$536,765
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Sara Ellefsen (CRD# 2742851) is an Investment Advisor Representative working at Golden Gate Personal Financial Planning in San Francisco, CA and has over 13 years of experience in the finance industry.