Your financial team should be aligned with your unique situation.

We are a fee-only advisor. We operate with a fiduciary duty to always act in your best interest.

Our Founder

K. Esther Szabo, CFP®
Certified Financial Transitionist®
Founder and CEO


With over two decades of financial planning experience, Gates Pass founder K. Esther Szabo is a respected leader in her field.

A skilled advisor, Esther can help each individual navigate the many challenges involved in life and financial planning. She is passionate about the role comprehensive financial planning plays in helping a person craft and attain their goals.

Her background in counseling and teaching allows her to communicate in a highly personal way with her clients to clearly explain the technical aspects of planning and investment management and to build long-term trusting relationships. Esther is skilled at helping clients detach from headline anxiety and return their focus to the fundamentals of their own personal financial situation. In this way clients realize that their own financial path and strategy is clear.

Esther’s experiences have given her the ability to empathize with individual life transitions and provide knowledgeable support to her clients.

She is committed to creating, implementing and monitoring solutions that will contribute to a family’s financial stability and life satisfaction, and is passionate about serving professional women in particular.

A past president of the Financial Planning Association of Silicon Valley, Esther has been quoted in Investment Advisor, Financial Advisor Magazine, AARP online, and the San Jose Mercury News, and has been featured in The Wall Street Journal.

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280 2nd Street
Suite 280
Los Altos, CA 94022

Phone: 650-797-0280
Fax: 650-209-4696
General Email:

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