Sara
Ellefsen
Golden Gate Personal Financial Planning
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About this Advisor
Sara Ellefsen is a certified financial planner operating out of San Francisco, California who has 19 years of industry experience. Ellefsen is an advisor for Golden Gate Personal Financial Planning. They have been employed by Golden Gate Personal Financial Planning for all of their career. Ellefsen holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in California. Golden Gate Personal Financial Planning is a financial advisory firm that has its headquarters in San Francisco, CA. It manages $107 million in assets under management among its 146 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 146 customer accounts, 48% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees usually are based on the type of financial services provided. However, fees billed by Golden Gate Personal Financial Planning typically consist of fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Golden Gate Personal Financial Planning Brokerage Details
$107,440,971
1
146
$735,897
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Sara Ellefsen Work History
Sara has been registered as a financial advisor for 19 years.*
Golden Gate Personal Financial Planning LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sara Ellefsen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Golden Gate Personal Financial Planning
San Francisco, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
