San Francisco Wealth Management

San Francisco, California

GET IN TOUCH TODAY

Wealthspire San Francisco

1 California Street, Suite 200
San Francisco, CA 94111


Our San Francisco Asset Management Team

Amanda Fox, MBA, CFP®

Vice President

Amanda Fox is a Vice President and Advisor in the...

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...

Chip Pyfer, JD, CFP®, CIMA®, CPWA®

Managing Director

Chip Pyfer is a Managing Director and Advisor in the...

Steve Branton, CFP®, CPCC®

Senior Vice President

Steve’s mission is to serve clients as their key thought...

Tim Talbott, MA, CFP®

Senior Advisor Associate

Tim Talbott is a Senior Advisor Associate in the San...

Bill Bockwoldt, MBA, CFP®, CEPA®

Senior Vice President

Bill Bockwoldt is a Senior Vice President and Advisor in...

Justin deTray, CFP®

Managing Director

Justin deTray is a Managing Director and Advisor in the...

Sarah Wotherspoon, MS, CFP®, CDFA®

Managing Director

Sarah Wotherspoon is a Managing Director and Advisor in the...

John F. Thiel, MBA, CFP®

Assistant Vice President

John Thiel is an Assistant Vice President and Advisor in...

Channing Olson

SVP, Head of Integration and Project Management

Channing Olson serves as Head of Integration and Project Management...

Stephen Kepler, CFP®, CDFA®

Vice President

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

M. Zach Mangels, MSFP, CFP®

Senior Vice President

Zach Mangels is a Senior Vice President and Financial Advisor...

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 20 years of experience working with clients and...

Andrew Ark, CFP®, CIMA®

Assistant Vice President

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