Senior Financial Planner
Kacy Gott has been a financial advisor since 1995. He has a passion for comprehensive financial planning services and strives to create a unique and inspiring decision-making environment for each client. Kacy is a Certified Financial Planner (CFP®); Kacy's undergraduate degree is in Finance from San Diego State University.
Kacy is active in the profession and as an educator, having served on the national Board of Directors of the Financial Planning Association (FPA) and currently serving on the Board of Trustees of the Foundation for Financial Planning. He also served on and chaired the Council of Education of the Certified Financial Planning Board. Kacy has taught financial planning at UC Berkeley Extension and Golden Gate University and has mentored new professionals in the FPA Residency program. He is a national recipient of the Heart of Financial Planning award.
Kacy lives in the North Beach neighborhood in San Francisco, but he can often be found exploring wine country in the Russian River, or Dry Creek Valley, or Italy, or... Kacy is passionate about wine and has built an extensive wine collection, which he loves to share with family and friends. He admits that his cooking skills are not on par with the wine selection, but fortunately, many of his friends are excellent cooks.