Ameriprise Financial Services
47yrs
Top advisor by experience in San Jose
8yrs
Michael McCabe
Full name on record: Michael Patrick McCabe
Financial advisor at Kera Capital Partners
Michael McCabe has worked in the financial industry for 8 years and is a fiduciary financial advisor based in San Jose, California. Michael has been with Kera Capital Partners since 2021; before that, Michael spent three years at Morgan Stanley. Kera Capital Partners offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 993 advisors with offices in San Jose, and one of 926 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office1760 The Alameda, San Jose, CA 95126
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$3.76 million
Advisors at the firm12
States licensed ?1 state
Services through Kera Capital Partners
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowKera Capital PartnersCurrent firm
- 2018 – 2021Morgan StanleyPreviously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Kera Capital Partners at (408) 668-2201 and ask for Michael McCabe. Michael works from the San Jose, CA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Kera Capital Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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