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Kristie + Cahill - Financial Advisor in San Francisco, CA

Paladin Research Report For:

Kristie Cahill

Haven Wealth Management

CEP® CFP®
One Sansome St., Ste. 3500
San Francisco, CA 94104
415-878-1177
Visit Website
https://www.thehavenwealth.com

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
  • 2-4
CRD#
  • 4439727
Firm CRD#
  • 281213
Insurance License#
  • OD58720
Name of Custodial Firm
  • Charles Schwab and Fidelity
States Licensed in
  • CA
Years of Experience in Financial Services
  • 22
Number of Years with Current Firm
  • 4
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
  • Businesses, Individual Investors
Advisory Services Provided
  • Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, 401K Rollovers, Retirement Planning, Portfolio Management

Compliance

Investment Advisor Representative
  • Yes
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
  • Disability, Long Term Care, Life, Annuity

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
  • 1

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

Disclaimer

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

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Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

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