Robertson Stephens Wealth Management, Llc - Pasadena

About Robertson Stephens Wealth Management, Llc - Pasadena

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.