Kathleen Hogan, CFP®

Managing Director

Kathleen Hogan primarily focuses on advising clients in the facets of personal financial planning at United Capital Financial Advisors.

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™ 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.

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

Tell us about yourself at no cost or obligation.

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

"*" indicates required fields

ZIP Code*
This field is for validation purposes and should be left unchanged.

By providing a telephone number and submitting this form you are consenting to be contacted by a phone call (primarily) and/or SMS text message. SMS text message & data rates may apply. Reply STOP to opt out of further SMS text messaging.