Kairos Wealth Partners

It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.


Advisors

Sean Blackwood, Financial Advisor serving the Woodland Hills, CA area - Ameriprise Advisors

Sean Blackwood

APMA®, CRPC®

Financial Advisor

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Ryan Burke, Financial Advisor serving the Woodland Hills, CA area - Ameriprise Advisors

Ryan Burke

APMA®, BFA

Financial Advisor

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Maria Tagliaferri, Financial Advisor serving the Woodland Hills, CA area - Ameriprise Advisors

Maria Tagliaferri

Financial Advisor

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Melissa Oliver, Financial Advisor serving the Woodland Hills, CA area - Ameriprise Advisors

Melissa Oliver

APMA®

Financial Advisor

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Scott Cohn, Financial Advisor serving the Woodland Hills, CA area - Ameriprise Advisors

Scott Cohn

MBA

Financial Advisor

Chief Operating Officer of Kairos Wealth Partners
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Ryan Mcnicholas, Financial Advisor serving the Woodland Hills, CA area - Ameriprise Advisors

Ryan Mcnicholas

APMA®

Financial Advisor

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Team

Donna Nilson

Donna Nilson

Client Relationship Manager

Qualifications

  • Marketing and Client Relationship Manager since 2001, Notary Public

Roles & Responsibilities

  • Manager, oversees all aspects of service to our clients and coordinates all schedules and events. She is the primary contact person for any service-related issues
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Jayne Farb

Jayne Farb

Business Development Manager

Qualifications

  • Joined our team in 2012

Roles & Responsibilities

  • responsible for ensuring all investment and insurance business is processed and funds are transferred in a timely manner. She opens new accounts and works in conjunction with our Home Office
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Jacqueline Gaynor

Jacqueline Gaynor

Administrative Assistant