We're a San Francisco financial planning and investment management firm made up of experts who speak regularly, are often quoted in the news, and who often write articles that gain national syndication. Collectively our professional staff counts on nearly two centuries of combined experience in the financial services industry with credentials including but not limited to Certified Financial Planner™ certificants (CFP), Certified Investment Management Analysts® (CIMA), Chartered Life Underwriters ® (CLU), Certified Estate Planners® (CEP), Certified Investment Management Consultants® (CIMC), Certified Divorce Financial Analysts® (CDFA), Certified Professional Co-Active Coaches® (CPCC) and Certified Succession Planners® (CSP).
As a group, our San Francisco financial planners have been recognized by Worth, Barron's, Medical Economics and Mutual Funds magazines as one of the best advisory teams in America.
We encourage the media to contact members of our team directly, or to send inquiries to us through our Contact Us page.
We outline our press mentions monthly
on the Mosaic Blog.
Below you will find a list of available presentation topics that our advisors have prepared. If you would like Mosaic to give one of the following presentations to your organization, or if you would like to request a custom presentation topic, please contact us.
|Bonds in a Rising Interest Rate Environment||Kevin Gahagan, CIMA, CFP®, Principal and Senior Advisor|
|Alternative Investments||David Cowles, CFP®, Director of Investments|
Tax Considerations around Equity Compensation
|Geoff Zimmerman, CFP®, Senior Client Advisor|
|Multi-Generational Estate Planning||Geoff Zimmerman, CFP®, Senior Client Advisor|
|Property & Casualty Insurance||Elizabeth Revenko, MA, MBA, CFP®, Senior Financial Planner|
|10 Financial Planning To Dos||Sabrina Lowell, CFP®, Advisor and Chief Operating Officer|
|Planning Tips for 30 Somethings||Sabrina Lowell, CFP®, Advisor and Chief Operating Officer|
Women's Circle in a Box
Mary Ballin, CFP®, Client Advisor
Elizabeth Revenko, MA, MBA, CFP®, Senior Financial Planner