Stephen Kepler, CFP^®

Private Ocean

100 Smith Rd., Ste 300
San Rafael, CA 94903

(415) 526-2900 CONNECT WITH Stephen

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

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

Financial Advisor Overview

Stephen thrives when helping families secure their financial futures. He is most in his element when working at your side to identify and achieve your family’s key financial goals. Stephen is interested in educating and counseling families through challenging financial situations to help them improve their holistic financial wellbeing. After 20 years in equity sales serving institutional money managers, Stephen transitioned to financial planning and wealth management, aligning his personal interests with his professional goals. He joined the Mosaic team in March 2017.

Financial Advisor Experience

Experienced in developing analysis for clients’ long-term capital sufficiency planning, Stephen excels in supporting lifestyle, retirement, philanthropic, and multi-generational wealth transfer decisions. He quickly zeroes in on supporting and refining the elements that build together to form a successful financial plan.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Mosaic Financial Partners, Inc. is a fee-only fiduciary and RIA, not a broker-dealer. For more information, please see our disclosures.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth

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.