At Gates Pass Advisors, we’re dedicated to helping you navigate the financial challenges of our times. From recovering from the financial crisis to experiencing shifts in family structures, times are changing and much of the burden unduly falls on women as they have increasingly become the financial and emotional centers of their households. Gates Pass Advisors was created to help families, especially women in transition, address their financial needs and goals, both the happy and difficult, in areas such as: - Protecting and growing wealth - Developing cash flow strategies - Ensuring your family is protected in case of unforeseen events - Ensuring family is protected in case of unforeseen events - Assuming the stewardship of the family’s legacy - Giving back to your community Gates Pass Advisors was founded by K. Esther Szabo, a CERTIFIED FINANCIAL PLANNER™ with over 25 years of experience. Her background in counseling and teaching allows her to communicate in a highly personal way with her clients, clearly explain the technical aspects of planning and investment management and build long-term trusting relationships. Esther’s life experiences have also given her the ability to empathize with individual life transitions and provide knowledgeable support to her clients.
View Top Employees from Gates Pass AdvisorsWebsite | http://gatespassadvisors.com |
Revenue | $4 million |
Employees | 3 (2 on RocketReach) |
Founded | 2015 |
Address | 280 2nd St, Los Altos, California 94022, US |
Phone | (650) 797-0280 |
Fax | (650) 209-4696 |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
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The Gates Pass Advisors annual revenue was $4 million in 2023.
2 people are employed at Gates Pass Advisors.
Gates Pass Advisors is based in Los Altos, California.
The NAICS codes for Gates Pass Advisors are [523, 5239, 52393, 52].
The SIC codes for Gates Pass Advisors are [62, 628].