About My Practice
As an investment adviser and wealth planner, Esther works closely with her clients to support their goals. The comprehensive financial planning service and ongoing financial management services she offers enable her to work in partnership with her clients in a limited term or ongoing capacity.
Her financial philosophy is that each client is an individual in his or her needs and their financial plans need to reflect this. In order to be financially successful one does not have to time erratic financial markets or even select the perfect investment, but be clear in one's intentions and steadfast in walking towards one's goals. In this way one can be adequately invested with the appropriate amount of risk for one's future asset needs, and maintain the cash flow necessary to meet today's obligations.
At the same time it is critical that one evaluate their current financial state objectively and examine investments, cash flow, debt load, risk protection and estate plans carefully. A financial plan will only be as successful as the commitment given to understanding and implementing its recommendations. Esther is committed to working with her clients through the challenges of the unknown of everyday life and is building a practice of clients who desire a direct and honest relationship with a seasoned practitioner.
I have been offering financial advice since 1991. I've lived in the Bay Area since 1995, working first for Charles Schwab and then Stanford Investment Group. In 1999 Helen Goldsmith and I started Goldsmith & Szabo, LLC. The practice closed on June 30th 2003 as a result of the passing of Helen Goldsmith. On July 1st 2003 I affiliated with Allied Consulting Group.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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