Kathleen Gilmore, CFP®

Chairman and President, Principal

(626) 792-2228  

Kathleen joined the firm in 2002 and serves as Chairman of the Board and President. As President, Kathleen oversees the breadth and depth of Clifford Swan’s counseling services for individuals, families, and nonprofit organizations. 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 a past Co-Vice Chairman of the Board at the Pacific Asia Museum. Kathleen currently serves on Pasadena Community Foundation’s Professional Advisors Committee, on the Board of Governors for the Town Club, and as a member of the Board of Councilors of the USC Leonard Davis School of Gerontology.

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
Board of Councilors, USC Leonard Davis School of Gerontology
Board of Governors, 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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