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Karen McClintock, Robertson Stephens
251 S. Lake Avenue | Suite 800 | Pasadena, CA, 91101
Last update:
2024-04-10 06:05:57
Additional Information
- Specialties: Family Office, Ultra High Net Worth, High Net Worth, Families in California, Women Investors, Multi-generational planning, non-profit boards, Investment committees, Investment objectives and risks, Unbiased advice, Portfolio construction, Thematic investing, Income generation, Tax efficient investing
- Brands: Robertson Stephens
- Services: Estate Planning, Investment Management, Portfolio Management, Wealth Planning, Retirement Planning, Public investments, Private investments, Asset Allocation, Tax efficient investments
- Associations: Holy Family Adoption, The Order of Malta, The Order of the Holy Sepulchre, California Patrons of the Arts in the Vatican Museums, CFA Society Los Angeles (CFALA)
- Keywords: financial goals and risks, fiduciary, no conflict of interest, social work, sri, sudden wealth, holistic planning, family wealth planning, retirement, independent, unbiased advice, non-profits, financial services, financial advising
- Languages: English
Schedules
- Monday: 9:00 am 5:00 pm
- Tuesday: 9:00 am 5:00 pm
- Wednesday: 9:00 am 5:00 pm
- Thursday: 9:00 am 5:00 pm
- Friday: 9:00 am 5:00 pm
- Saturday: Closed
- Sunday: Closed
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