# GOLDEN GATE PERSONAL FINANCIAL PLANNING

GOLDEN GATE PERSONAL FINANCIAL PLANNING of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 132264
- Type: SEC-registered investment adviser
- SEC file number: 801-123546
- Location: 235 MONTGOMERY STREET, SUITE 1156, SAN FRANCISCO, CA, 94104
- Phone: 415-344-0549
- Latest filing: 2026-02-11
- Regulatory AUM: $195.9M
- Discretionary AUM: $195.9M
- Clients: 1
- Accounts: 175

## Business model

- Compensation: Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Sara Lynn Ellefsen | PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
| ELLEFSEN SARA LYNN | PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132264/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132264/similar
- Related entities: https://search.stillhousedata.com/firm/132264/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132264

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.