Speakers and Press Room

For the Media

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.

San Francisco financial planners Mosaic Financial Partners share their expertise with the press.

CONTACT US

Press Mentions

We outline our press mentions monthly
on the Mosaic Blog

San Francisco financial planners Mosaic Financial Partners are often in the news

 

 

 

 

 

 

 

 

Areas of Specialty

  • People Near Retirement
  • Women
  • Doctors
  • LGBT Families and Individuals
  • Young Couples
  • Young Professionals
  • Business Owners
  • Executives
  • Engineers and Scientists
  • Sudden Wealth
  • We're based in the Bay Area, but we have remote meeting capabilities and have clients all over the world.

Presentations and Speakers

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

  • 5 Safety Nets that are not Insurance
  • Giving and Receiving with Grace

Mary Ballin, CFP®, Client Advisor

Elizabeth Revenko, MA, MBA, CFP®, Senior Financial Planner