Sara Lynn Ellefsen
Investment adviser representative at Golden Gate Personal Financial Planning
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$195.9MFirm assets
Are you Sara Lynn Ellefsen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Golden Gate Personal Financial Planning LLCJun 2004 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (CA).
Golden Gate Personal Financial Planning
$195.9MAssets managed
33Clients
1Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2742851
- Firm CRD
- 132264