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Sara L. Ellefsen, CFP®

Golden Gate Personal Financial Planning

703 Market St
Ste 614
San Francisco, CA 94103-2114
Phone: (415) 344-0549
Fax: (432) 577-3363

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Attending College
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Asset Allocation
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Retirement
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges
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I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.