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KAI BOGDANOVICH

…as General Manager and Partner

Kai initially joined Financial Connections in December 2014. She left June 2022 as head of Operations to become head of Data Strategy for a financial technology company.

Fortunately for us, Kai decided she missed the staff and client interaction. She returned to Financial Connections February 2024. She is responsible for infrastructure and marketing strategy. She will put her master’s in computer science to good use!

…as a financial professional

Kai previously held the Financial Paraplanner Qualified Professional designation. Before working with Financial Connections, she worked as an Assistant Branch Manager for Bank of America.

…before becoming a FC Team Member

In her non-financial life, she worked as a photography and videography assistant. Kai earned her B.S. in Business Administration from San Francisco State University. Her master’s degree is from the University of Illinois, Urbana-Champaign.

outside of the office

Kai and her wife, Rachael, welcomed a baby daughter, Maeve, into their lives August 2023.

HOW WE DO IT

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OUR PURPOSE

ASPIRE. EMPOWER. ACHIEVE.

MISSION STATEMENT

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As a fiduciary, we put our clients' interests first. Our compensation comes exclusively from you. If we don't directly provide a particular service, we can serve as a resource for referrals to other professionals.

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