Sara L. Ellefsen,  CFP<sup>&reg;</sup> - Financial Advisor

Sara L. Ellefsen, CFP®

Golden Gate Personal Financial Planning

235 Montgomery Street, Suite 1156
San Francisco, CA 94104
FINANCIAL ADVISOR'S WEBSITE
(415) 344-0549

General

Sara Ellefsen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Golden Gate Personal Financial Planning in San Francisco, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Financial Advisor's Specialties

Attending College, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Investment Management, Employee Benefits, Mutual Funds, Retirement, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources