Mosaic Financial Partners, Inc.

Mosaic Financial Partners, Inc. (CRD# 105180) is a financial advisory firm headquartered in San Francisco, CA. They manage $554,707,093 in 927 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    555
    MILLION
  • 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
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 11 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 18 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 8 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 21 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
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 17 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.

5
Geoffrey M. Zimmerman
CRD#: 2440735
1340 Treat Boulevard, Suite 201, Walnut Creek, CA 94597
96
Wealthminder
score

Geoffrey Zimmerman (CRD# 2440735) is an Investment Advisor Representative working at Mosaic Financial Partners, Inc. in Walnut Creek, CA and has over 22 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.

6
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 28 years of experience in the finance industry.

7
Elizabeth L. Revenko
CRD#: 6227988
140 Geary Street, 6th Floor, San Francisco, CA 94108
92
Wealthminder
score

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.

8
David W. Cowles
CRD#: 2629479
140 Geary Street, 6th Floor, San Francisco, CA 94108
90
Wealthminder
score

David Cowles (CRD# 2629479) is an Investment Advisor Representative working at Mosaic Financial Partners, Inc. in San Francisco, CA and has 1 year of experience in the finance industry. David Cowles 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.

9
Aleksandr Kusakin
CRD#: 6310021
140 Geary Street, 6th Floor, San Francisco, CA 94108
90
Wealthminder
score

Aleksandr Kusakin (CRD# 6310021) 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.

10
Sabrina F. Lowell
CRD#: 5128934
140 Geary Street, 6th Floor, San Francisco, CA 94108
90
Wealthminder
score

Sabrina Lowell (CRD# 5128934) is an Investment Advisor Representative working at Mosaic Financial Partners, Inc. in San Francisco, CA and has 1 year of experience in the finance industry. Sabrina Lowell 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.

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