![Kevin Marc Gahagan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Kevin M.
Gahagan is a Principal & Chief Investment Officer at Mosaic Financial Partners, Inc.
Prior to establishing his financial advisory practice, he enjoyed a successful twenty-year career with Wells Fargo Bank.
He is a past President of the East Bay chapter of the Financial Planning Association and past Chairman of the association's Northern California Presidents' Council.
He also served for seven years on the board of the Estate Planning Council of Diablo Valley concluding his service as President and Chairman.
He received his BA in Management, with honors, from St. Mary's University.
Anciens postes connus de Kevin Marc Gahagan
| Sociétés | Poste | Fin |
|---|---|---|
Mosaic Financial Partners, Inc.
 Mosaic Financial Partners, Inc. Investment ManagersFinance Mosaic Financial Partners (MFP) employs a research-based investment approach that is designed to meet each client's financial objectives, maximize investment returns and limit exposure to risk. The firm creates diversified portfolios that may include investments in: (1) actively and passively managed mutual funds (2) individual stocks and bonds (3) index funds and similar instruments and (4) separate account money managers. MFP employs a strategic asset allocation strategy that is based on the principles of Modern Portfolio Theory. | Directeur en chef des Investissements | 01/10/2018 |
Formation de Kevin Marc Gahagan
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
Relations
20
Relations au 1er degré
2
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Mosaic Financial Partners, Inc.
Mosaic Financial Partners, Inc. Investment ManagersFinance Mosaic Financial Partners (MFP) employs a research-based investment approach that is designed to meet each client's financial objectives, maximize investment returns and limit exposure to risk. The firm creates diversified portfolios that may include investments in: (1) actively and passively managed mutual funds (2) individual stocks and bonds (3) index funds and similar instruments and (4) separate account money managers. MFP employs a strategic asset allocation strategy that is based on the principles of Modern Portfolio Theory. | Finance |
St. Mary's University
 St. Mary's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
