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Kaden Wootton (CFP®)

Kaden Wootton focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • Generation X
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Millennials

Planning Specialties

Originally from Rhode Island, Kaden moved to San Francisco in 2020 and quickly integrated himself into the local community. He is a member of the SF Financial Planning Association chapter, plays for the San Francisco Lacrosse Club, and spends winter weekends skiing in Tahoe.

Kaden has a bachelor’s degree in Personal Financial Planning from Texas Tech University and studied International Relations at Northumbria University in the United Kingdom. These experiences allowed him to expand upon his relationship-building skills and broaden his perspective to a global scale.

Prior to joining Enspire, Kaden worked for Meritas Wealth Management in Larkspur, California where he became a CERTIFIED FINANCIAL PLANNER™ practitioner. This experience provided him with a deeper understanding and appreciation of comprehensive financial planning and wealth management.

Additional Information

Hobbies: Lacrosse, Skiing, Wine tasting, and traveling.

Favorite wine: I am a big fan of Zinfandel wines. Carlisle Zin being my favorite.

Favorite place you have traveled: I lived in Newcastle-upon-Tyne, England for a year in college and have great memories of it. The UK in general will always be one of my favorite places to visit.

Favorite sports teams: I grew up in Rhode Island, so to the dismay of many, I am a New England sports fan through and through. Patriots, Bruins, Red Sox, Celtics…

NAPFA Start Date

November 13, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

3510 Unocal Place, Suite 301 Santa Rosa, CA 95403 Phone: (707) 525-1099
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