Kathleen Gilmore, CFP®
Principal, Board Chair
T(626) 792-2228
Ekgilmore@cliffordswan.com
Kathleen joined the firm in 2002 and is a valued leader. She served as President from 2020 through 2024, overseeing the breadth and depth of Clifford Swan’s counseling services for individuals, families, and nonprofit organizations. Since 2020, she has held the role of Chair of the Board. As a Certified Financial Planner™, she helps clients create a sound structure for asset stewardship, with an investment portfolio at the core.
A Pasadena native, Kathleen 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. Currently, Kathleen serves on Pasadena Community Foundation’s Professional Advisors Committee, as Immediate Past President on the Board of Governors for The Town Club of Pasadena, and as Vice-Chair of the Board of Councilors of the USC Leonard Davis School of Gerontology. She graduated Phi Beta Kappa from Williams College in Massachusetts.
It is 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.
Articles from Kathleen Gilmore
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Wealth Planning
Finding Peace of Mind with a Well-Ordered Financial Household
As Investment Counselors, my colleagues and I are immersed in the world of financial rules and systems. Whether we are studying the investment markets and accessing trading platforms, dealing with our custodial partners, connecting with our clients’ banking providers, or strategizing with related professionals from the legal, accounting and insurance fields, we coordinate this complex […]
Wealth Planning
Risk in Retirement
We all define “risk” to our financial well-being in very personalized ways. For some, this risk is not being healthy enough to enjoy the retirements we saved for; for others, it’s based in providing for family members who may not be able to provide for themselves; for many, it’s a fear (sometimes irrational) of running […]
Wealth Planning
Protecting Our Assets as We Age
“Today is the oldest you’ve ever been, and the youngest you’ll ever be again.” —Eleanor RooseveltMuch has been written and said about our aging population, about the retirement of boomers, and about the fact that many of us are living longer than generations that came before. According to the U.S. Census Bureau, residents age 65 and over grew from 35.0 million in 2000 to […]