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Sara E
CFP®, Series 65
San Francisco, CA
Golden Gate Personal Financial Planning
Sara Ellefsen is a CFP® and Series 65-registered financial advisor with 22 years of industry experience. She has been the principal of Golden Gate Personal Financial Planning since 2004. The firm serves individual and high-net-worth clients by providing comprehensive, goals-based financial planning, investment advice, and investment management. Golden Gate Personal Financial Planning emphasizes diversified, liquid portfolios with a focus on tax- and cost-efficiency, managing client accounts primarily on a discretionary basis and offering specialized planning for stock grants, company benefits, and complex asset situations.
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