At Golden Gate Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
Investing principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysis
We also can answer your questions, including:
Can I retire early?Are my investments working hard enough?What’s a good approach for college savings?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Investment Advisor Representative
(650) 341-5050 x2
Bassel has been a part of the Golden Gate Financial team since 2010. Bassel works across all facets of financial planning and investment management, knowing that each client has a different need, and that they come first. He is a...
Agency Finance Director
(650) 341-5050 x129
Heba graduated with a degree in Finance and a minor in the Spanish Language from California Polytechnic State University – SLO in 2008. She has since then been working at Golden Gate Financial. She began managing the accounting and...
Client Service Associate
650-341-5050 ext 124
As a member of the firm’s operations team. Lis’ primary responsibility is to help in the fulfillment of daily requests made by the clients of the firm and to be the primary point of contact with the firm’s custodians....
Client Services Associate
650-341-5050 ext 3
Luana is a client service assosciate with 7 years experience in the financial industry She graduated with a bachelor degree in business managemen. Luana specializes with assisting clients with their needs, help with office compliance...
Director of Operations
(650) 341-5050 x151
Maha joined the firm in 1998 as an Administrative Assistant. Through her natural leadership skills, she progressively took over general management of the firm in 2007. Maha focuses on maximizing the potential of the Golden Gate...