Kevin Gahagan, CFP®, CIMA®, CEP, CIMC

Kevin Gahagan is a Managing Director and financial advisor at Wealthspire Advisors based in San Francisco. He specializes in working with business owners, professionals, and corporate executives to provide advanced financial planning, retirement solutions, and investment strategies.

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.”

Kevin is a Certified Financial Planner^™ professional, a Certified Investment Management Analyst (CIMA^®), Certified Estate Planner (CEP), and Certified Investment Management Consultant (CIMC). He is a frequent speaker on investment strategy, financial planning, and retirement planning, and has been a featured guest on a number of national and local radio and television programs.

Kevin serves on the Board of the San Francisco Chapter of the American Association of Individual Investors, is a Volunteer Instructor for the Independent Living Skills Program – Contra Costa County, and offers Pro Bono Counseling for the Family Wealth Forum. He has previously served as President of the FPA’s East Bay chapter and President of the Diablo Valley Estate Planning Council.

Previous Experience

• Financial Advisor and Principal at Private Ocean Wealth Management
• Principal and Senior Advisor at Mosaic Financial Partners

Education & Credentials

• Certified Financial Planner^™
• Certified Investment Management Analyst^®
• Certified Estate Planner
• Certified Investment Management Consultant
• BS, Saint Mary’s College, Business Administration and Management

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP^®, Certified Financial Planner^™, and CFP^® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CIMA® and CERTIFIED INVESTMENT MANAGEMENT ANALYST® are registered certification marks of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute.