Kevin M. Gahagan, CFP^®

CIMA

Principal

Private Ocean

140 Geary St., 6th fl
San Francisco, CA 94108

(415) 788-1952 CONNECT WITH Kevin

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We charge a fee for initial financial planning and provide investment management services based on a percentage of assets under management. For more information, take a look at Mosaic’s pricing.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,500,000

General

Kevin Gahagan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Private Ocean in San Francisco, CA and the surrounding communities.

Financial Advisor Overview

Kevin specializes in working with business owners, professionals and corporate executives in providing advanced financial planning, retirement solutions, and investment strategy. He has been recognized by the San Francisco Business Times as one of “the Bay Area’s Top Twenty-Five Independent Wealth Advisors,” identified as a “Top Advisor” by Reuters AdvicePoint, and recognized by the Consumer Research Council of America as one of “America’s Top Financial Planners.”

Financial Advisor Experience

Kevin is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Investment Management Analyst (CIMA®), Certified Estate Planner (CEP), and Certified Investment Management Consultant (CIMC). Kevin is a past president of the East Bay chapter of the Financial Planning Association and past chairman of the FPA's Northern California Presidents' Council. He served for seven years on the board of the Estate Planning Council of Diablo Valley, concluding his service as president and chairman. He currently serves on the San Francisco board of the American Association of Individual Investors.

From 2000 through 2005, Kevin taught the “Investments” course for the financial planning program at UC Berkeley Extension. He was also a founding member of the program’s professional advisory board. Often quoted in the national press and local news media, Kevin is a frequent speaker on investment strategy, financial planning, and retirement planning. He has been a featured guest on a number of national and local radio and television programs.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Investment Management Analyst (CIMA^®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Private Ocean. is a fee-only fiduciary and RIA, not a broker-dealer. For more information, please see our website www.privateocean.com

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care, Sudden Wealth, Nontraditional Households

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We charge a fee for initial financial planning and provide investment management services based on a percentage of assets under management. For more information, take a look at Mosaic’s pricing.