Mosaic Financial Partners, Inc.

Mosaic Financial Partners, Inc. (CRD# 105180) is a financial advisory firm headquartered in San Francisco, CA. They manage $557,132,075 in 868 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    557
    MILLION
  • Total Number of Accounts
    868
    ACCOUNTS
  • Average Account Value
    $641,857
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Mosaic Financial Partners, Inc.
Showing 1 - 10 of 13 top financial advisors.
1
Mary L. Ballin
CRD#: 2978336
1340 Treat Blvd., Walnut Creek, CA 94957
96
Wealthminder
score

Mary Ballin (CRD# 2978336) is an Investment Advisor Representative working at Mosaic Financial Partners, Inc. in Walnut Creek, CA and has over 19 years of experience in the finance industry. Mary Ballin 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.

2
T. S. Branton
CRD#: 5537359
140 Geary Street, 6th Floor, San Francisco, CA 94108
96
Wealthminder
score

T. Branton (CRD# 5537359) is an Investment Advisor Representative working at Mosaic Financial Partners, Inc. in San Francisco, CA and has over 9 years of experience in the finance industry. T. Branton 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.

3
Kevin M. Gahagan
CRD#: 2591527
140 Geary Street, 6th Floor, San Francisco, CA 94108
96
Wealthminder
score

Kevin Gahagan (CRD# 2591527) is an Investment Advisor Representative working at Mosaic Financial Partners, Inc. in San Francisco, CA and has over 23 years of experience in the finance industry. Kevin Gahagan 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.

4
Stephen A. Kepler
CRD#: 2262538
140 Geary Street, 6th Floor, San Francisco, CA 94108
96
Wealthminder
score

Stephen Kepler (CRD# 2262538) is an Investment Advisor Representative working at Mosaic Financial Partners, Inc. in San Francisco, CA and has over 25 years of experience in the finance industry. Stephen Kepler 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.

5
Holly G. Kindel
CRD#: 2836007
140 Geary Street, 6th Floor, San Francisco, CA 94108
96
Wealthminder
score

Holly Kindel (CRD# 2836007) is an Investment Advisor Representative working at Mosaic Financial Partners, Inc. in San Francisco, CA and has over 18 years of experience in the finance industry. Holly Kindel 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.

6
Geoffrey M. Zimmerman
CRD#: 2440735
140 Geary Street, 6th Floor, San Francisco, CA 94108
96
Wealthminder
score

Geoffrey Zimmerman (CRD# 2440735) is an Investment Advisor Representative working at Mosaic Financial Partners, Inc. in San Francisco, CA and has over 24 years of experience in the finance industry. Geoffrey Zimmerman 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.

7
George Galat
CRD#: 6165818
140 Geary Street, 6th Floor, San Francisco, CA 94108
93
Wealthminder
score

George Galat (CRD# 6165818) is an Investment Advisor Representative working at Mosaic Financial Partners, Inc. in San Francisco, CA and has over 5 years of experience in the finance industry. George Galat 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.

8
Aleksandr Kusakin
CRD#: 6310021
140 Geary Street, 6th Floor, San Francisco, CA 94108
93
Wealthminder
score

Aleksandr Kusakin (CRD# 6310021) is an Investment Advisor Representative working at Mosaic Financial Partners, Inc. in San Francisco, CA and has over 5 years of experience in the finance industry.

9
Elizabeth L. Revenko
CRD#: 6227988
140 Geary Street, 6th Floor, San Francisco, CA 94108
93
Wealthminder
score

Elizabeth Revenko (CRD# 6227988) is an Investment Advisor Representative working at Mosaic Financial Partners, Inc. in San Francisco, CA and has over 4 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.

10
Sheila M. Schroeder
CRD#: 1173790
140 Geary Street, 6th Floor, San Francisco, CA 94108
93
Wealthminder
score

Sheila Schroeder (CRD# 1173790) is an Investment Advisor Representative working at Mosaic Financial Partners, Inc. in San Francisco, CA and has over 29 years of experience in the finance industry.

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