Kathleen Hogan BW2

Kathleen Hogan Fanelli, CFP®

VICE PRESIDENT, HEAD OF OFFICE

Kathleen Hogan primarily focuses on advising clients in the facets of personal financial planning at the Walnut Creek office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs.

Kathleen began her career as a business consultant in the areas of human capital management, regulatory compliance and employee benefits. She transitioned her career to the securities industry with Stone & Youngberg, LLC, a specialty bond underwriting firm in downtown San Francisco. Later, Kathleen joined the Trevethan Group of Oppenheimer, Inc. in 2004 to provide education services to retirement plan participants and further grow the relationships with the team's high-net-worth clientele.

Kathleen has earned the designation CERTIFIED FINANCIAL PLANNER™ (CFP®) and a BA from UC Santa Barbara.

Kathleen and her husband, Darren, live in San Francisco's South of Market neighborhood and enjoys playing golf in her free time.

Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co. or Mercer Allied Company, L.P. (“Mercer”), member FINRA/SIPC. GS&Co., Mercer and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.

Ready to start a conversation? We’re here to listen.

Conversation

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

Confirmation success!

Thank you for your submission.

By submitting the above, you acknowledge that the information you are providing is subject to our Privacy Policy and Terms of Use. You also consent to our marketing of products and services through a variety of means, including automated email systems, that you will be responsible for charges incurred in connection with a call or email, and that we may share your information with our affiliates for marketing.

To withdraw your consent to receive calls or to change your preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received.