Gates Pass Advisors
Financial Services
Los Altos, California, United States
3 employees
- Employees
- 3
Gates Pass Advisors Overview
- Headquarters
- Los Altos, California, United States
- Website
- gatespassadvisors.com
- Industry
- Financial Services
- Employees
- 3
- Founded
- 2015
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Gates Pass Advisors
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.
Gates Pass Advisors Contact Details
- People in AeroLeads
- 2
Gates Pass Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Erik Schei, Cfa | Senior Advisor @ Gates Pass Advisors - Cfa |
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|
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| K. Esther Szabo | Owner, Gates Pass Advisors, Llc | Los Altos, California, United States |
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