At Gates Pass Advisors, we’re dedicated to helping you navigate the financial challenges of our times.
From recovering from the financial crisis to experiencing shifts in family structures, times are changing and much of the burden unduly falls on women as they have increasingly become the financial and emotional centers of their households.
Gates Pass Advisors was created to help families, especially women in transition, address their financial needs and goals, both the happy and difficult, in areas such as:
- Protecting and growing wealth
- Developing cash flow strategies
- Ensuring your family is protected in case of unforeseen events
- Ensuring family is protected in case of unforeseen events
- Assuming the stewardship of the family’s legacy
- Giving back to your community
Gates Pass Advisors was founded by K. Esther Szabo, a CERTIFIED FINANCIAL PLANNER™ with over 25 years of experience. Her background in counseling and teaching allows her to communicate in a highly personal way with her clients, clearly explain the technical aspects of planning and investment management and build long-term trusting relationships. Esther’s life experiences have also given her the ability to empathize with individual life transitions and provide knowledgeable support to her clients.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 280 2nd St, Los Altos,california 94022,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://gatespassadvisors.com
- Keywords
- Financial Planning, Financial Life Planning, Wealth Management, Investment Management, Legacy Planning, Retirement Planning, Financial Advice, Risk Analysis, Certified Financial Planner.
- HQ
- Los Altos, California
Gates Pass Advisors Questions
Gates Pass Advisors's website is http://gatespassadvisors.com
Gates Pass Advisors's LinkedIn profile is https://www.linkedin.com/company/gatespassadvisors
Gates Pass Advisors has
3 employees.
View email and phone details for 3
employees at Gates Pass Advisors.
Gates Pass Advisors's industry is
Financial Services
Gates Pass Advisors's top competitors are
Clearlydefined,
Subdream Studios, Inc.,
Malayni Project Consultation,
Jointer,
Flywheel Private Wealth,
Traveka Wealth,
Pwjohnson Wealth & Legacy, Llc,
Boyenga Team,
Bakos Investment Management,
Los Altos Capital.
Gates Pass Advisors's categories are Financial Services
Gates Pass Advisors's founding year is 2015
