Make financial decisions with confidence even if beginning a new phase Tactical changes to portfolios Gates Pass Advisors is making Discover the importance of incorporating your personal touchstone into your financial plan Resources: Gates Pass Advisors | [email protected]
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K. ESTHER SZABO
CFP® , Certified Financial Transitionist®
Founder and CEO, Gates Pass Advisors
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Our Contact Info
280 2nd Street
Suite 280
Los Altos, CA 94022
Phone: 650-797-0280
Fax: 650-209-4696
General Email: [email protected]
ERIK SCHEI
CFA, Certified Financial Transitionist®
Associate Advisor, Gates Pass Advisors
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