Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Lynn Ellefsen is a Certified Financial Planner. Sara has been in the financial services industry since June 2004 and is currently registered as an Investment Advisor Representative with Golden Gate Personal Financial Planning. The firm manages assets for individuals and high-net-worth individuals. Sara is also registered with the state of California as an Investment Advisor.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
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CA
01/01/2025 - Present
Golden Gate Personal Financial Planning (SAN FRANCISCO CA)
IA
Issued 05/26/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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