Kathleen Branconier

Managing Director, Retirement Plans

Kathleen Branconier joined M Advisory Group in 2000 and has worked in the financial services industry for more than 25 years. She leads the firms Retirement Plan Services team serving private and public companies and non-profit organizations. She is a regular speaker at the M Financial Group national conference and retirement plan sponsor organizations. She created and developed M Advisory Group’s proprietary Fiduciary Management process, greatly improving the effectiveness of plan sponsors on behalf of their employees.

Kathleen has published several articles on various topics pertinent to current issues facing 401(k) plan sponsors. She is a frequently sought consultant to other retirement plan advisors and industry professionals. She participates regularly in industry conferences and is a founding member of Women in Pensions, a national organization. She is past President of the Peninsula Toastmasters.

Kathleen holds NASD securities licenses 6, 63 and 65, serving as an independent Investment Advisor Representative. In addition, she serves as the Chief Compliance Officer for M Advisory Group. She holds a BA in Public Administration and an MBA in Finance from Loyola Marymount University and the Accredited Investment FiduciaryTM credential from the University of Pittsburgh Graduate School of Business, whose Center for Fiduciary Studies is the first full-time training and research facility focused exclusively on investment fiduciary responsibility and portfolio management.

Phone Extension 106
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