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
- 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