Kathleen Gilmore, CFP®

Principal, Chief Client Services Officer, Investment Counselor

Kathleen joined the firm in 2002, and serves as a portfolio manager for individuals, families, and not-for-profit organizations. In 2007, Kathleen became the firm’s Chief Client Services Officer, overseeing the breadth and depth of Clifford Swan’s counseling services. As a Certified Financial Planner™, she helps clients create a sound structure for stewardship over their assets, in addition to the investment portfolio at the core of that structure.

Kathleen is a Pasadena native and graduated Phi Beta Kappa from Williams College in Massachusetts. Over the years, she has enjoyed volunteering her time at various local not-for-profit organizations, including Hillsides’ Planned Giving Committee and Church of Our Saviour where she served as Endowment Chair and Treasurer. She is the immediate past Co-Vice Chairman of the Board at the Pacific Asia Museum. Kathleen currently serves on Pasadena Community Foundation’s Professional Advisors Committee and on the Finance Committee of the Town Club in Pasadena, where she was a former Board member and Chair of the Long Range Planning Committee.

Diamond

"It's in understanding our clients’ values that I think we do our best work. At the end of the day, it is most rewarding for me when we help our clients realize their goals in a way that is meaningful to them."

AFFILIATIONS

The National Committee on Planned Giving
Los Angeles Council of Charitable Gift Planners
Finance Committee, Town Club
Professional Advisors Committee, Pasadena Community Foundation
The Twilight Club of Pasadena

EDUCATION

Williams College, Bachelor of Arts, English, Phi Beta Kappa, 1983

CERTIFICATIONS

Certified Financial Planner™, 2006

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