ABOUT US
Golden Gate Personal Financial Planning LLC is an independent Registered Investment Advisor with the State of California.
With our firm, you receive a one-on-one relationship with a highly qualified and knowledgeable financial professional. Our principal is Sara Ellefsen, CFP®, MBA. She has over twelve years’ experience in the financial profession as well as the following credentials:
- Certified Financial Planner™ professional
- CFP Certificate, University of California, Berkeley
- National Association of Securities Dealers (NASD) Series 65 licensed
- Registered Investment Advisor, State of California
- Master of Business Administration (MBA), University of Minnesota
- Member, Financial Planning Association, San Francisco chapter
This firm was founded on the belief that you should have access to financial advice from someone who works exclusively on your behalf, and who can navigate through an increasingly complex landscape to find the financial solutions that meet your needs. If this sounds like the kind of relationship that would benefit you, please Contact Us today. |