Gates Pass Advisors, LLC

Gates Pass Advisors is an independent registered investment advisory firm based in Los Altos, California, founded in 2015 and registered with the SEC. Led by principal owner K. Esther Szabo, the firm offers broad-based, personalized financial planning and ongoing wealth management services. Most client relationships begin with comprehensive financial planning—covering budgeting, tax planning, retirement, estate planning, and risk management—before transitioning into ongoing portfolio management where Gates Pass implements recommendations and monitors accounts. The firm typically constructs diversified portfolios using individual stocks, bonds, mutual funds, and exchange-traded funds, primarily accessing third-party money managers through the SEI Investments platform on a discretionary basis. Gates Pass operates as a fiduciary, meaning they are legally required to act in your best interest, and are compensated solely through direct client advisory fees without receiving commissions or outside product compensation.