Silicon Valley Capital Club
Women's Luncheon: Navigating Financial Challenges[ X ]
Women’s Luncheon Series
Speaker: Esther Szabo & Anita Patel
Esther Sazbo is a successful financial advisor and planner. Esther works with clients to develop a firm financial foundation. Upon this foundation, clients remain steady during periods of personal or economic change and also thrive and live a life of enthusiasm and fulfillment".
One of two Principals of KK Wealth Advisors, LLC, a fee only advisory practice based in Los Altos, Esther has been advising clients for over 20 years, attaining her CFP® designation in 1996. A past president of the Financial Planning Association of Silicon Valley, Esther has been quoted in Investment Advisor, the San Jose Mercury News, featured in The Wall Street Journal, and more.
She spent the first part of her career helping large corporations and institutions make their big money decisions. In 2004, she took time off to help her mother deal with family matters after her father's untimely death. It was then that she saw firsthand how suddenly financial situations can change and how women often bear the brunt of it.
This was a turning point, and in 2005 Anita's career moved from Wall Street to Main Street. She now works with women over 50 to understand their options, so they can feel secure that they are making smart money decisions to help protect themselves and their independence as they grow older and life happens.
After spending almost a decade working with institutional clients, she is now happy to be working and building relationships with individuals and small business owners as an Investment Adviser Representative with Cambridge Investment Research Advisors. (www.anitajpatel.com)
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