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Sara Lynn Ellefsen

Principal, Chief Compliance OfficerGolden Gate Personal Financial PlanningCRD 2742851

About Sara Lynn Ellefsen

Sara Lynn Ellefsen is listed as Principal, Chief Compliance Officer at Golden Gate Personal Financial Planning in San Francisco, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Golden Gate Personal Financial Planning
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Sara Lynn Ellefsen work?

Sara Lynn Ellefsen is listed as Principal, Chief Compliance Officer at Golden Gate Personal Financial Planning on SEC Form ADV.

How much of Golden Gate Personal Financial Planning does Sara Lynn Ellefsen own?

Form ADV reports a beneficial ownership band of Over 75%.

Golden Gate Personal Financial Planning

TitlePrincipal, Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2004
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