KCM Investment Advisors

John Lundin is a financial advisor at KCM Investment Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses. KCM Investment Advisors serves high-net-worth individuals, retirees, and institutional clients, providing discretionary portfolio management and integrated financial planning through customized solutions that combine equities, ETFs, and investment-grade fixed income. The firm manages assets on a fully discretionary basis using a mix of long-term, short-term, and trading strategies supported by fundamental and quantitative analysis.

Guy Benstead is a financial advisor at KCM Investment Advisors with 31 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Shelton Capital Management, IMST Distributors, LLC, and Cedar Ridge Partners. He is also the managing member of Cedar Ridge GP, LLC, a private investment partnership. KCM Investment Advisors serves high-net-worth individuals, retirees, and institutional clients by providing discretionary portfolio management and integrated financial planning. The firm offers customized portfolio solutions that combine equities, exchange-traded funds, and investment-grade fixed income, utilizing fundamental and quantitative analysis to guide asset allocation and trading strategies.

Michelle Durgy is a financial advisor at KCM Investment Advisors with 10 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining KCM in 2017, she worked for the City and County of San Francisco for seven years. KCM Investment Advisors serves high-net-worth individuals, retirees, and institutional clients such as pension plans, foundations, and endowments. The firm offers discretionary portfolio management and integrated financial planning, using customized portfolios that combine equities, ETFs, and investment-grade fixed income with a mix of long-term, short-term, and trading strategies supported by fundamental and quantitative analysis.

Honna Li is a Certified Financial Planner® with 27 years of industry experience, currently serving as an advisor at KCM Investment Advisors since 2022. Prior to joining KCM, she worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2008 to 2021. Outside of her advisory role, she has involvement in real estate property management. KCM Investment Advisors serves high-net-worth individuals, retirees, and institutional clients by offering discretionary portfolio management and integrated financial planning. The firm employs customized portfolio solutions with a mix of equities, ETFs, and fixed income, utilizing fundamental and quantitative analysis to guide asset allocation and trading strategies.

John Pogue is a financial advisor with KCM Investment Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with KCM Investment Advisors since 2003. KCM Investment Advisors serves high-net-worth individuals, retirees, and institutional clients including pension plans, foundations, and endowments, offering discretionary portfolio management and integrated financial planning. The firm provides customized portfolio solutions combining equities, ETFs, and investment-grade fixed income, with a focus on tailored asset allocation, rebalancing, and a mix of long-term and trading strategies supported by fundamental and quantitative analysis.

Raymond Randolph is a financial advisor at KCM Investment Advisors with 12 years of industry experience. He holds a Series 63 designation and has been with KCM Investment Advisors since 2005. KCM Investment Advisors serves high-net-worth individuals, retirees, and institutional clients by providing discretionary portfolio management and integrated financial planning. The firm offers customized portfolio solutions combining equities, ETFs, and investment-grade fixed income, utilizing fundamental and quantitative analysis to guide asset allocation and trading strategies.

Donald Jesberg is a financial advisor at KCM Investment Advisors with 20 years at the firm and 8 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Jesberg serves as CFO of EJ Interior Design and is a board member of The Belvedere Cove Foundation, a charitable organization supporting sailors. KCM Investment Advisors serves high-net-worth individuals, retirees, and institutional clients by offering discretionary portfolio management and integrated financial planning. The firm employs customized portfolio solutions combining equities, ETFs, and investment-grade fixed income, and is notable for managing a large asset pool with a relatively small advisory team.