Gates Pass Advisors - Financial planning - Financial Advisors - Financial Planner 280 2nd Street, Los Altos, CA 94022

Gates Pass Advisors is a financial institution located at 280 2nd Street in Los Altos, California, United States. Specializing in financial planning and advising, the team at Gates Pass is dedicated to helping families, particularly women, navigate the complexities of today's financial landscape. Led by K. Esther Szabo, CFP® and CeFT®, and Erik Schei, CFA and CeFT®, Gates Pass offers a unique approach to financial planning that focuses on the individual needs and goals of each client.

Unlike traditional brokerage houses, Gates Pass takes a holistic approach to financial planning, encompassing both financial planning and investment management. As fiduciary advisors, they prioritize the best interests of their clients and offer a wide range of investment solutions tailored to each client's specific needs.

With a commitment to transparency and personalized service, Gates Pass provides clients with the tools and guidance they need to confidently navigate their financial journey. Whether facing complex life transitions or seeking to optimize their investments, clients can trust Gates Pass to provide expert guidance and support.

Through a hybrid fee structure that includes a smaller assets under management fee and a flat fee for ongoing financial planning services, Gates Pass ensures that clients receive comprehensive, hands-on support that aligns with their individual goals. With a focus on successful investing and behavioral finance, Gates Pass is dedicated to helping clients achieve financial peace of mind and clarity in their financial decisions.

As an independent financial advisory firm, Gates Pass is committed to providing unbiased advice and recommendations that prioritize the long-term financial well-being of their clients. With a focus on personalized service, transparency, and trust, Gates Pass Advisors is a trusted partner for individuals and families seeking expert financial guidance.