Golden Gate Personal Financial Planning

Golden Gate Personal Financial Planning (CRD# 132264) is a financial advisory firm headquartered in San Francisco, CA. They manage $77,000,000 in 135 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Golden Gate Personal Financial Planning
Showing 1 - 1 of 1 top financial advisors.
Sara L. Ellefsen
CRD#: 2742851
San Francisco, CA

Sara Ellefsen (CRD# 2742851) is an Investment Advisor Representative working at Golden Gate Personal Financial Planning in San Francisco, CA and has over 14 years of experience in the finance industry.

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