San Francisco Wealth Management

San Francisco, California

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Wealthspire San Francisco

1 California Street, Suite 200
San Francisco, CA 94111

(415) 526-2900


Our San Francisco Asset Management Team

Andrew Ark, CFP®, CIMA®

Assistant Vice President

As an advisor, Andrew works closely with clients to design,...

Bill Bockwoldt, MBA, CFP®, CEPA®

Senior Vice President

Bill Bockwoldt is a Senior Vice President and Advisor in...

Steve Branton, CFP®, CPCC®

Senior Vice President

Steve’s mission is to serve clients as their key thought...

Justin deTray, CFP®

Managing Director

Justin deTray is a Managing Director and Advisor in the...

Simi Dhall, CFP®

Senior Vice President

Simi brings 20 years of experience working with clients and...

Amanda Fox, MBA, CFP®

Vice President

Amanda Fox is a Vice President and Advisor in the...

Kevin Gahagan, CFP®, CIMA®, CEP, CIMC

Managing Director

Kevin Gahagan is a Managing Director and financial advisor at...

Tierney Henderson

Advisor Associate

Tierney Henderson is an Advisor Associate based in our San...

Stephen Kepler, CFP®, CDFA®

Vice President

Stephen Kepler is a Vice President and Advisor in the...

M. Zach Mangels, MSFP, CFP®

Senior Vice President

Zach Mangels is a Senior Vice President and Financial Advisor...

Ryan Moore

Senior Advisor Associate

Ryan is a Senior Advisor Associate based in our Bay...

Channing Olson

SVP, Head of Integration and Project Management

Channing Olson serves as Head of Integration and Project Management...

Chip Pyfer, JD, CFP®, CIMA®, CPWA®

Managing Director

Chip Pyfer is a Managing Director and Advisor in the...

Sheila Schroeder

SVP, Regional Head of Business Development

Sheila Schroeder is a business development consultant and heads business...

Tim Talbott, MA, CFP®

Senior Advisor Associate

Tim Talbott is a Senior Advisor Associate in the San...

John F. Thiel, MBA, CFP®

Assistant Vice President

John Thiel is an Assistant Vice President and Advisor in...

Sarah Wotherspoon, MS, CFP®, CDFA®

Managing Director

Sarah Wotherspoon is a Managing Director and Advisor in the...