Kristie D. Cahill,  CFP<sup>&reg;</sup> - Financial Advisor

Kristie D. Cahill, CFP®

Founder & Wealth Advisor

Haven Wealth Management

505 Montgomery St, Ste 1100
San Francisco, CA 94111-2585
FINANCIAL ADVISOR'S WEBSITE
(415) 878-1866

General

Kristie Cahill is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Haven Wealth Management in San Francisco, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Estate Planner, California Life & Health

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Advisory services offered through ChangePath, LLC, a Registered Investment Advisor. ChangePath LLC and Haven Wealth Management are unaffiliated entities.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Long-term Care, Sudden Wealth, Women's Finances

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