K. Szabo Email & Phone Number
CEO @ Gates Pass Advisors
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K. Szabo Location
- Los Altos, CA, US
K. Szabo Work
- CEO @ (October 2015 - Present)
- Owner @ KK Wealth Advisors, LLC (May 2006 - September 2015)
- Managing Director @ Allied Consulting Group (June 2003 - April 2006)
- Owner @ Goldsmith & Szabo, LLC (March 1999 - June 2003)
- Financial Planner @ Stanford Investment Group (June 1998 - March 1999)
- Senior Investment Specialist @ Charles Schwab & Co., Inc. (July 1995 - May 1998)
K. Szabo Education
- Financial Transitionist Institute
Certified Financial Transitionist
2017-2018 - College of Financial Planning
CFP Professional Education Program completion
1993-1996 - University of Arizona
BS (Family & Consumer Resources: Personal Finance)
1990-1992
K. Szabo Skills
- Estate Planning
- Financial Advisory
- Financial Planning
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Personal financial planning & portfolio management
- Portfolio Management
- Retirement
- Strategic Planning
- Wealth Management
K. Szabo Summary
- K. Szabo, based in Los Altos, CA, US, is currently a CEO at Gates Pass Advisors. K. Szabo brings experience from previous roles at KK Wealth Advisors, LLC, Allied Consulting Group, Goldsmith & Szabo, LLC and Stanford Investment Group. K. Szabo holds a 2017 - 2018 Certified Financial Transitionist @ Financial Transitionist Institute. With a robust skill set that includes Estate Planning, Financial Advisory, Financial Planning, Investment Advisory, Investment Management and more. K. Szabo has 1 mobile phone numbers on RocketReach.
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