Robertson Stephens - Pasadena
Robertson Stephens - Pasadena
251 S. Lake Avenue
, Suite 800
Pasadena
California
91101
United States
Tel: (626) 547-2602
Business type:
Call Today
Business Information
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.
Opening Times
Mon-Fri 9am-5pm, Sat Closed, Sun 24hr
Mon-Fri 9am-5pm, Sat Closed, Sun 24hr
Services:
Financial Planning, Financial Education, Multi-Generational Advisory, Wealth Planning
Specialties:
Certified Investment Couseling, Certified Financial Planning, Asset Allocation Strategy, Philanthropic Strategies, Investment Planning
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