Kathleen Hogan Fanelli, CFP®Vice President, Head Of Office, Walnut Creek
Kathleen Hogan, Walnut Creek, 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.