Elizabeth Revenko, financial advisor San Francisco CA
92 score

Elizabeth Revenko

CRD Number: 6227988
Current Firm: Mosaic Financial Partners, Inc.

Elizabeth Revenko (CRD# 6227988) is an Investment Advisor Representative working at Mosaic Financial Partners, Inc. in San Francisco, CA and has over 3 years of experience in the finance industry. Elizabeth Revenko has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Karl Mills, financial advisor San Francisco CA
Karl O. Mills
CRD# 2040384
Jurika, Mills & Keifer, LLC
Score
107
Similar Advisors
Mark Vicencio, financial advisor San Francisco CA
Mark T. Vicencio
CRD# 4105009
Lowery Thomas, LLC
Score
107
Similar Advisors
Jeffrey Powell, financial advisor San Francisco CA
Jeffrey J. Powell
CRD# 2289402
Polaris Greystone Financial Group, LLC
Score
106
Professional Designations
Company Name Location Dates Years
Mosaic Financial Partners San Francisco, CA Jan 2012 - Current 4
Self-employed - Novelist San Rafael, CA Apr 2003 - Current 13
Asti Financial Management Berkeley, CA Jan 2011 - Dec 2011 < 1
Rhodes & Fletcher Financial Planning, LLC San Francisco, CA Apr 2011 - Jun 2011 < 1
Marin Institute San Rafael, CA Feb 2009 - Apr 2011 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Elizabeth L. Revenko
Phone Number: 415-788-1952
Firm Website: http://mosaicfp.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    555
    MILLIONS
  • Total Number of Accounts
    927
    ACCOUNTS
  • Average Account Value
    $598,390
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
92
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.