Kathleen Hogan Fanelli is a Managing Director and Investment Advisor with United Capital and is a founder of its San Francisco office. For nearly 20 years, she has advised individuals and families in the areas of retirement planning, investment allocation, education funding and risk mitigation strategies. Kathleen holds the Certified Financial Planner (CFP)® and Certified Investment Management Analyst (CIMA)® designations, as well as the general securities representative uniform securities agent state law exam registrations (Series 7 & 66). She is also licensed by the California State Life Insurance Board. Kathleen is a Bay Area native and lives in Walnut Creek, California with her husband Darren and their two young daughters.