Kevin Gahagan, CFP®, CIMA®

Advisor, Principal , San Francisco

“Fear of failure must never be a reason not to try something.” ― Frederick Smith

Kevin Gahagan specializes in working with business owners, professionals and corporate executives in providing advanced financial planning, retirement solutions, and investment strategy. 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). Kevin is a past president of the East Bay chapter of the Financial Planning Association and past chairman of the FPA's Northern California Presidents' Council. He served for seven years on the board of the Estate Planning Council of Diablo Valley, concluding his service as president and chairman. He currently serves on the San Francisco board of the American Association of Individual Investors.

From 2000 through 2005, Kevin taught the “Investments” course for the financial planning program at UC Berkeley Extension. He was also a founding member of the program’s professional advisory board. Often quoted in the national press and local news media, Kevin is a frequent speaker on investment strategy, financial planning, and retirement planning. He has been a featured guest on a number of national and local radio and television programs including AssetTV on Fixed Income and Liquid Alternatives.


  • Bachelor’s Degree, Business Administration and Management, Saint Mary’s College

Community and Affiliations

  • Board member, San Francisco Chapter of the American Association of Individual Investors
  • Volunteer Instructor, Independent Living Skills Program – Contra Costa County
  • Pro Bono Counseling, Family Wealth Forum

What colleagues say about Kevin: 

Kevin is a joy to be around. He is extremely diligent in the work he does for his clients while simultaneously creating a fun and collegial work environment in the San Francisco office.”

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