KristieCahill- Financial Advisor San Francisco, CA

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About Kristie Cahill

We offer financial planning, investment management and retirement planning for individuals and families. At HWM, we take time to listen carefully and identify your life goals, needs and priorities. We then develop a comprehensive financial plan that helps you address your important objectives for retirement, college planning, investment, tax minimization, equity reward strategies, wealth transfer, and other financial objectives.

We provide recommendations for plan implementation, continuously work with our clients to identify gaps in the plan as their lives evolve. Our mission is the help our clients make sound financial decisions that allow them to thrive.

See Disclosures

General Information

Firm Start Year

2019

No. of Employees

CRD#

4439727

Firm CRD#

281213

Insurance License#

OD58720

Name of Custodial Firm

Charles Schwab and Fidelity

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Opes Advisors (2014-2019), StanCorp Investment Advisors (2012-2014), Morgan Stanley (2010-2012), Ameriprise Financial (2004-2010), Morgan Stanley (2001-2003).

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Tax Advice and Services, Financial Advice & Consulting, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management

Compliance

Investment Advisor Representative

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CEP^®

Securities Licenses

Series 66

Insurance and Annuity Licenses

Long Term Care, Life, Annuity, Disability

Firm Information

Assets Managed by Firm

$60,000,000

Assets Managed by Advisor

$60,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Fee % Based on Assets

Education

Bachelor of Arts - Mass Communication & Journalism

CSU Fresno
08/15/1995 -6/7/2000

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891506/paladinregistry-Haven-Wealth-Management-detailed-disclosure.html

Disclaimer

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

Paladin Advisors

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Paladin Research Report For:

Kristie Cahill

Haven Wealth Management