Think Different Financial Planning

The Kayne Anderson Rudnick wealth management team was launched in 1984 and has been providing customized financial planning and investment solutions ever since. Our founders Richard Kayne, John Anderson, and Allan Rudnick established a commitment to high-quality investments that has remained at the core of everything we do. When you look at our portfolio history and our 97% client retention rate, it’s no surprise that we’ve consistently been ranked among the top wealth management firms by Barron’s Magazine. When you work with us at KAR wealth management in San Francisco, you’ll have a partner you can trust to achieve your goals, giving you the peace of mind you need to enjoy what matters most: living a happy, meaningful, healthy life.

Located in Menlo Park, CA, Edward Jones - Financial Advisor: Stephen C Kagan stands out as a pillar of financial support for individuals, families, and small businesses. Specializing in investment management, retirement planning, estate planning, and education savings programs, this firm offers personalized guidance tailored to each client's unique needs and goals. With a commitment to fostering strong relationships, Stephen C Kagan and the team at Edward Jones provide consultations and ongoing support, ensuring clients are well-equipped to navigate life's financial complexities. Edward Jones - Financial Advisor: Stephen C Kagan prides itself on delivering thoughtful and customized financial solutions rather than a one-size-fits-all approach. By prioritizing individual care over generic transactions, this firm makes strategic planning accessible to investors of diverse backgrounds and financial aspirations. With a nationwide presence, Edward Jones is dedicated to empowering clients to prepare for the future and achieve their long-term financial objectives through comprehensive and tailored financial guidance. Generated using this brand's available information