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Alexis and Palmer Financial Advisors LLC
Distance: 0.8 Mi349 Diablo Ct
94306 Palo Alto -
Honu Wealth Management
Distance: 1.7 Mi1 1st St Ste 1
94022-2753 Los Altos -
Oanh Hanley CPA
Distance: 1.8 Mi171 Main St
94022-2912 Los Altos -
Falk, Cornell & Associates, LLP
Distance: 2.1 Mi350 Cambridge Ave
94306 Palo Alto -
Ben David Financial Planning
Distance: 4.8 Mi1100 Alma Street
94025 Menlo Park
KK Wealth Advisors, LLC
- 4300 El Camino Real Ste 105
- Los Altos, California
- 94022-1090
- Phone: 650.941.5530
- Website
Website Links
Description
With nearly two decades of financial planning experience, Esther Szabo is a respected leader in her field. A skilled advisor, Esther can help each individual navigate the many challenges involved in life and financial planning. She is passionate about the role comprehensive financial planning plays in helping a person craft and attain their goals. Her background in counseling and teaching allows her to communicate in a highly personal way with her clients to clearly explain the technical aspects of planning and investment management, and to build long-term trusting relationships. Esther is skilled at helping clients detach from headline anxiety and return their focus to the fundamentals of their own personal financial situation. In this way clients realize that their own financial path and strategy is clear. Esther’s experiences have given her the ability to empathize with individual life transitions and provide knowledgeable support to her clients. She is committed to creating, implementing and monitoring solutions that will contribute to a family’s financial stability and life satisfaction, and is passionate about serving the professional woman’s and senior communities in particular. A past president of the Financial Planning Association of Silicon Valley and member of the Estate Planning Council, Esther has been quoted in Investment Advisor, Financial Advisor Magazine, AARP online, the San Jose Mercury News and featured in The Wall Street Journal. A CPA for more than 20 years, Karen has also earned an MBA and two financial planning credentials, Personal Financial Specialist (PFS) and Certified Financial Planner (CFP