GOLDEN GATE PERSONAL FINANCIAL PLANNING

Overview

Golden Gate Personal Financial Planning is an independent RIA organized as an LLC that provides fee-based financial planning and discretionary portfolio management for individual and family clients, as well as small-business portfolios. The firm is SEC-registered (since 2022) and is owned by an individual. It operates on a fixed-fee model and describes itself as a single-state adviser that does not position itself as a capital allocator or pension consultant. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices