Kristie Cahill

Home > Financial Advisor Directory > california > san francisco

About Kristie Cahill

Kristie is a Certified Financial Planner and Wealth Advisor. She looks at each client's financial situation like a unique puzzle. She knows one approach won't work for every problem; that's why she takes the time to understand each client.

Since 2000, Kristie has worked with several well-known investment management firms. She founded Haven Wealth Mangement and deliberately chose to work as a Registered Investment Advisor because it aligns her interests with clients needs. She attained her CFP before the age of 40, less than 5% of first-time CFP holders are women under the age of 40. She holds her California life and health insurance licenses and has been a Certified Estate Planner since January 2014.

When she's not at work, Kristie loves traveling, snowboarding, scuba diving and spending time with her husband, Shane.

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

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Haven Wealth Management