Robertson Stephens - Pasadena
Business hours
| Monday | 9:00am to 5:00pm |
| Tuesday | 9:00am to 5:00pm |
| Wednesday | 9:00am to 5:00pm |
| Thursday | 9:00am to 5:00pm |
| Friday | 9:00am to 5:00pm |
| Saturday | Closed |
| Sunday | 12:00am to 12:00am |
About us
The Robertson Stephens’ Pasadena office aims to transform the wealth management experience for our clients. We are industry veterans with particular expertise working with multi-generation families of wealth. Driven by innovation, we offer unique solutions that are designed to ensure our client’s long-term financial success. We help provide access to institutional-quality public and private investment solutions, comprehensive wealth planning, and intelligent digital solutions, all within a fiduciary relationship. We implement a collaborative approach to managing your wealth by partnering with your family, attorneys, estate planners, and accountants to ensure comprehensive, holistic management of our client’s entire financial picture.
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| Tags | Certified Investment Counseling, Certified Financial Planner, Wealth Planning |
| Specialties | Certified Investment Couseling, Certified Financial Planning, Asset Allocation Strategy, Philanthropic Strategies, Investment Planning |
| Services | Financial Planning, Financial Education, Multi-Generational Advisory, Wealth Planning |
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