K. Esther Szabo

K. Esther Szabo Email and Phone Number

Owner, Gates Pass Advisors, LLC @ Gates Pass Advisors
280 2nd St, Los Altos,California 94022,United States
K. Esther Szabo's Location
Los Altos, California, United States, United States
About K. Esther Szabo

Specialties: Investment management, financial planning for successful professionals, divorcing & widowed women and seniors. Facilitating financial rapport between couples.

K. Esther Szabo's Current Company Details
Gates Pass Advisors

Gates Pass Advisors

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Owner, Gates Pass Advisors, LLC
280 2nd St, Los Altos,California 94022,United States
Website:
gatespassadvisors.com
Employees:
3
K. Esther Szabo Work Experience Details
  • Gates Pass Advisors
    Ceo
    Gates Pass Advisors Oct 2015 - Present
    Los Altos, Ca
    Independent, fee only financial planning and portfolio management, specializing in the needs of single or married women experiencing transitions brought on by life changes. Works with couples developing sound cash flow and investment strategies for retirement. Adept in the personal as well as the technical side of money. Minimum liquid investment portfolio of $2 million.
    View
  • Kk Wealth Advisors, Llc
    Owner
    Kk Wealth Advisors, Llc May 2006 - Sep 2015
    Los Altos, Ca
    Fee only wealth management, providing financial planning and portfolio management services
  • Allied Consulting Group
    Managing Director
    Allied Consulting Group Jun 2003 - Apr 2006
    Los Altos, Ca
    Managed Northern CA satellite office, provided personal financial planning and investment management to clientele
  • Goldsmith & Szabo, Llc
    Owner
    Goldsmith & Szabo, Llc Mar 1999 - Jun 2003
    Los Altos, Ca
    Fee only financial advisory practise
  • Stanford Investment Group
    Financial Planner
    Stanford Investment Group Jun 1998 - Mar 1999
    Mountain View, Ca
    Financial Planner
  • Charles Schwab & Co., Inc.
    Senior Investment Specialist
    Charles Schwab & Co., Inc. Jul 1995 - May 1998
    Broker

K. Esther Szabo Education Details

  • Financial Transitionist Institute
    Financial Transitionist Institute
    Certified Financial Transitionist
  • College Of Financial Planning
    College Of Financial Planning
    Cfp Professional Education Program Completion
  • University Of Arizona
    University Of Arizona
    Family & Consumer Resources: Personal Finance
    View

Frequently Asked Questions about K. Esther Szabo

What company does K. Esther Szabo work for?

K. Esther Szabo works for Gates Pass Advisors

What is K. Esther Szabo's role at the current company?

K. Esther Szabo's current role is Owner, Gates Pass Advisors, LLC.

What schools did K. Esther Szabo attend?

K. Esther Szabo attended Financial Transitionist Institute, College Of Financial Planning, University Of Arizona.

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