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  • Robertson Stephens Wealth Management, LLC - Pasadena

    About
    The Robertson Stephens Pasadena Office consists of seasoned wealth management and financial planning veterans with over 30 years of work with wealthy families. Our roots are in social work, which directs our empathetic approach to clients and the emotional aspects of financial decisions. Armed with an MBA and a CFA designation, we have the technical tools to ensure client portfolios and wealth plans are constructed with care and sophistication. Our passion for helping individuals and families is evident in our many multi-generational family relationships. We always aim to ensure financial strategies align with our clients’ unique values and goals.

    626-547-2602

    251 S. Lake Avenue, Suite 800, Pasadena, California, 91101

    United States

    rscapital.com/office/pasadena-ca/ Claim this company

    Categories: Investment Management.