Wealth Management in San Francisco, California


Wealthspire San Francisco

1 California Street, Suite 200
San Francisco, CA 94111

Mailing address:
100 Smith Ranch Road, Suite 300
San Rafael, CA 94903

Our San Francisco Team

Tierney Henderson

Advisor Associate

Tierney Henderson is an Advisor Associate based in our San...

Kevin Gahagan, CFP®, CIMA®, CEP, CIMC

Managing Director

Kevin Gahagan is a Managing Director and financial advisor at...

Steve Branton, CFP®, CPCC®

Senior Vice President

Steve Branton is a Senior Vice President and Advisor in...

Andrew Santos

Client Service Specialist

Andrew Santos is a Client Service Specialist based in the...

Channing Olson

Senior Vice President

Channing Olson is Senior Vice President and is based out...

Stephen Kepler, CFP®, CDFA®

Senior Vice President

Stephen Kepler is a Vice President and Advisor in the...

Sheila Schroeder

SVP, Regional Head of Business Development

Sheila Schroeder is a Senior Vice President and the Regional...

Simi Dhall, CFP®

Senior Vice President

Simi brings 15 years of experience working with clients and...

Andrew Ark, CFP®, CIMA®

Assistant Vice President

As an advisor, Andrew works closely with clients to design,...