Kanaka Esther Szabo-Cummings

Employer firm

Gates Pass Advisors, LLC CRD 269983

$208M regulatory AUM 18 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → Present
  Gates Pass Advisors, Llc
  Los Altos, CA

Previous Registrations

• 2006-04-20 → 2015-10-28
  Wealthvalues, Llc
  Redwood City, CA
• 2003-07-11 → 2006-07-27
  Allied Consulting Group
  Los Altos, CA
• 1999-09-07 → 2003-06-30
  Goldsmith & Szabo Llc
  Los Altos, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-08-11

Designations

• Certified Financial Planner

Other Names

• K Esther Szabo
• Esther Edith Szabo-Pelsoczi
• Esther E Szabo
• Kanaka Esther Szabo-Webber
• Kanaka Esther Szabo