Esther Szabo is a highly qualified expert, working in Gates Pass Advisors as a Chief Executive Officer from 2015. This person gained professional experience in more than six positions at different companies. Esther Szabo went to the Financial Transitionist Institute and received education there from 2017 to 2018. This professional has these qualifications: Certified Financial Planner, License 057443, and College of Financial Planning, License 057443. San Francisco, California is the area, where this professional was known to settle. Their email address and number can be easily accessed through SoftwareOfficial by request.
Name variants:
Ester Szabo,
Hester Szabo,
Essie Szabo,
Essy Szabo,
Ettie Szabo,
Etty Szabo,
Hettie Szabo,
Hetty Szabo,
Hessy Szabo,
Stella Szabo
Last updated May 13, 2024
Contact Information
Last Update
Jul 6, 2022
Email
ke**@kkwlth.com
Location
San Francisco, CA
Company
Gates Pass Advisors
Workplace
Chief Executive Officer
Work History
Chief Executive Officer
Fee only financial planning and portfolio management, specializing in the needs of women experiencing transitions brought on by life changes such as loss of a spouse through death or divorce...
from Oct 2015
Owner
Fee only wealth management, providing financial planning and portfolio management services
May 2006 — Sep 2015
Managing Director
Managed Northern CA satellite office, provided personal financial planning and investment management to clientele
Jun 2003 — Apr 2006
Financial Planner
2570 west El Camino Real STE 520, Mountain View, CA 94040
Jun 1998 — Mar 1999
Senior Investment Specialist
211 Main St, San Francisco, CA 94105
Jul 1995 — May 1998
Education
2017 — 2018
1993 — 1996
1990 — 1992
Occupations
Executive
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Owner
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Personal Financial Planning and Portfolio Management
Investments
Financial Advisory
Investment Management
Estate Planning
Retirement
Strategic Planning
Investment Advisory
Wealth Management
Financial Planning
Investment Strategies
Portfolio Management
FAQs about Esther Szabo
What is the profession of Esther Szabo?
This professional's job is Chief Executive Officer
What jobs is Esther Szabo a professional at?
Esther is proficient at such jobs as Executive and Chief Executive Officer.
Where is Esther Szabo located?
The professional is currently located in San Francisco, California.
Does the professional have the email address?
ke**@kkwlth.com is Esther Szabo's email address.
How many companies did Esther Szabo work at?
Esther Szabo worked at six jobs.
What education does Esther Szabo have?
Esther studied at the Financial Transitionist Institute from 2017 to 2018.
What are the certifications of Esther Szabo?
This professional received the following certifications: Certified Financial Planner, License 057443, and College of Financial Planning, License 057443.
What is the industry that Esther Szabo is connected to?
This professional works in Financial Services industry.