About the Firm

Golden Gate Personal Financial Planning LLC is an independent Registered Investment Advisor with the State of California.  Our principal, Sara Ellefsen, has over 18 years’ experience and the following credentials:

  • Certified Financial Planner™ professional
  • CFP Certificate, University of California, Berkeley
  • Series 65 license, National Association of Securities Dealers (NASD)
  • Master of Business Administration (MBA), Carlson School of Management, University of Minnesota
  • Member, Financial Planning Association (FPA), San Francisco chapter

Our goal is to work exclusively on your behalf to find the financial solutions that meet your specific needs.  If this sounds like a relationship that will benefit you, please contact us today to discuss your goals more.