Testimonials provided by current clients of Robertson Stephens. Testimonials may not be representative of the experience of other customers and are no guarantee of future performance or success.
“After being introduced via trusted friends and neighbors, we have worked with Frank Corrado and team for over 10 years. The life transition we were facing was planning for our retirements. My husband and I have a seven-year age difference, so working with Frank, we established goals that reflected our greatest hopes for the future: paying off our mortgage by the time Sydney was 65, giving him financial freedom to return part-time to substitute teaching, while also helping me with a plan to retire from my full-time position in NYC when I turned 65.
The mantra was always – how do we approach our portfolio in a way that allows us to sleep well at night and know that our savings will cover us for the remainder of our lives but would also allow for growth? Helping fund a grandchild’s education, paying for two weddings, investing in the upkeep and upgrade of our beloved home of 30-plus years, ensuring plenty of funds to cover our love of travel, and devising strategic giving plans that supported our philanthropic goals were all reflected in our financial plan.
Most importantly, Frank and his team are part of our family, committed to our well-being, going above and beyond to coordinate with our lawyer, insurance broker and even my mother’s financial advisors! Frank believes in living your best life; he’s committed to helping us ensure this is possible for our entire family.”
– Dana & Syd
“I have experienced a great deal of change during the 15 years that I have been working with Frank. Some of my kids began and graduated college and graduate school and started working. I changed jobs 4 times. I had a major health issue. I got divorced. I started paying for my home’s mortgage solo. I bought 3 cars. I took on much greater responsibility for my mother’s care and I got 3 dogs. Throughout these events, I turned to Frank for financial advice. He helped with the things you would expect, preparing taxes, estate planning, insurance, and car purchases. He connected me with a mortgage broker who had experience working with folks like me who needed a post-divorce mortgage. However, all of this does not describe nearly all the ways that Frank supported me through all of my life changes. Frank helped me to stay focused on what was important to me and the positive aspects of the change that I was experiencing. He was there to provide common sense advice and to act as a sounding board beyond the financial implications. It is difficult to measure how important our relationship has been and continues to be. I remain grateful to have him and his team supporting me.”
– Kristen
“A life change brought Frank Corrado into our lives. Donna had been taking care of all financial aspects, bills, savings, investing, taxes, etc., for our married life. In 2007, Bill inherited some annuities, IRAs and other accounts. It was now time to seek professional help. After much research, it was clear that we wanted a Certified Financial Planner (CFP). We reached out to Frank, and the rest is history. In short order, we knew we were in good hands, and we had peace of mind to help us through the inheritance and all its tax implications. Frank and his team helped prepare us for the question of when we can retire, which we all ask ourselves. By getting to know us, our spending habits, our lifestyle, what makes us tick, and our aspirations, they consistently told us that we could retire when we wanted to. That is one of the most precious gifts that anyone could ask for. Peace of mind.
Probably foremost for Bill was Frank’s help concerning when we could buy our dream boat. As boaters for over 30 years, when we met Frank, we were on our fourth boat and our first new boat. We never dreamed of purchasing another new boat in our lifetime. In 2010, with Frank’s blessing, we had our dream boat custom-built for us in La Conner, Washington. We have had many great years of cruising on it, and we look forward to many, many more. Frank and Frankie continually want what is best for us and to help us live our best lives.”
– Bill & Donna
“We have been working with Frank and his team for almost 20 years, and it has been an absolute pleasure. Frank has not only worked with us on wealth management but also on personal life goals, something that we were at first skeptical of, but discovered that it was such a huge part of our individual growth.
In the beginning, Frank worked with us on how to best save tuition money for three kids who would be in college simultaneously. The idea was overwhelming and seemed impossible, but Frank and his team put us at ease. Together, we came up with a plan and executed it, and our three children have graduated without student loan debt.
Personally, as an entrepreneur, I faced specific challenges in saving for a rainy day, investing, and managing cash flow while still enjoying life. Frank and his team helped us accomplish all of those goals, including buying a ski house out west.
We always like to present Frank with new challenges, and one of the biggest challenges was telling him we were selling our business and retiring. What would it mean for our financial and personal future? We had to explore tax implications, ways to support our lifestyle, cash flow, and diversification.
Over the past 20 years, Frank and his team guided us and coached us as we chased and achieved our life goals. We are now working with Frank’s son, Frankie, and things have never been better. I consider Frank, Frankie, and their whole team close personal friends who are always looking out for our best interests and ensuring that we meet our lifelong goals.”
– Greg & Kathy
“From day one, over a decade ago, you’ve always encouraged me to focus on pursuits that bring a broader sense of fulfillment. It was advice well taken, and I think Morgan’s achievement in becoming a Nutritional Health Coach is the perfect example. Thanks!”
– Will
“We have worked with Frank as our financial advisor for over 21 years. In fact, Tony worked with Frank at J.P. Morgan for another 10 years before that.
It is hard to characterize his contribution to our lives without gushing, but suffice it to say that his advice over these 21 years has put us in a secure position that we could not have expected at the beginning of our relationship. He gave us so much more than a typical financial service would ever offer: truly constructive investment advice, always positive, timely, and yet honest. He covered such a wide range of advisory topics – purchasing/leasing of cars, home purchases, the kind of Will we should prepare, and also, significantly, advice to Irene in her business. He was a surprise to her at first – she was very wary of what she considered sharing of her financial secrets. His patience with her was, in her own words, ‘astonishing’. He spent countless hours teaching her how to manage her business’s financial aspects.
We consider Frank to be not only our trusted advisor but also a true friend. “
– Irene & Tony
“Regarding testimonials, my actions speak louder than words. I have recommended you to countless people over the years, and only because I feel that you have added great value to me and my family. But I will point out one item. Our first interaction, which involved a life transition, remains perhaps the most significant for me. I wanted to assess whether I could retire and ‘turn off the spigot.’ I believed that once I turned off that spigot, I would be unable to turn it back on in any meaningful manner. Your role was to help me think through an impossible combination of factors (e.g. longevity, costs of care, inflation, etc.). You helped me conclude that I could retire and manage the risks involved by staying flexible on spending along with getting your good advice – and although I ended up continuing to work for another 3 years, I then retired with the belief that I could manage the outcomes as they came. This was a big contribution.”
– Dan
“We’ve had the pleasure of working with Frank and his team for over 11 years. During this decade plus, we’ve experienced many life-changing events. During this time, our kids graduated from high school and then from college; we sold and purchased a home, changed jobs, transitioned to new careers, and entered into semi-retirement. We helped family members through financial hardships and have had to navigate the changing needs of our aging parents. Each of these life-changing transitions has had unique complexities and nuances that posed both financial and emotional challenges.
Life change is hard! We are both highly educated with several graduate degrees, but even the smartest and most accomplished people need someone they can trust with life’s most delicate and sensitive twists and turns. Working with Frank and his team has given us peace of mind to navigate each of these events with confidence. We’ve lovingly referred to Frank as our “financial dad.” Frank has always been the first person we turned to for balanced and dependable advice, a trusted coach/partner we can always count on for sound advice when you need it most.
There are many companies that are capable of helping manage one’s finances, but one cannot underestimate the value of this team’s skill and talent in the broader approach to life design.”
– Gary and Jordana
“You have been our trusted advisor for these twenty years, helping us to achieve our goals and feel comfortable about our future. Although the firm name on your business card has changed a few times over these two decades (Lighthouse, Blue Blaze, Robertson Stephens), and Tony and I have weathered many challenges in our family, our relationship with you and our mutual trust has remained constant. We appreciate your guidance and enjoy our well-being in our continuing relationship.
I look forward to reading your book!”
– Donna and Tony
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Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. This material is for general informational purposes only and should not be construed as investment, tax or legal advice. It does not constitute a recommendation or offer to buy or sell any security, has not been tailored to the needs of any specific investor, and should not provide the basis for any investment decision. Please consult with your Advisor prior to making any Investment decisions. The information contained herein was carefully compiled from sources believed to be reliable, but Robertson Stephens cannot guarantee its accuracy or completeness. Information, views and opinions are current as of the date of this presentation, are based on the information available at the time, and are subject to change based on market and other conditions. Robertson Stephens assumes no duty to update this information. Unless otherwise noted, any individual opinions presented are those of the author and not necessarily those of Robertson Stephens. Indices are unmanaged and reflect the reinvestment of all income or dividends but do not reflect the deduction of any fees or expenses which would reduce returns. Past performance does not guarantee future results. Forward-looking performance targets or estimates are not guaranteed and may not be achieved. Investing entails risks, including possible loss of principal. Alternative investments are only available to qualified investors and are not suitable for all investors. Alternative investments include risks such as illiquidity, long time horizons, reduced transparency, and significant loss of principal. This material is an investment advisory publication intended for investment advisory clients and prospective clients only. Robertson Stephens only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Robertson Stephens’ current written disclosure brochure filed with the SEC which discusses, among other things, Robertson Stephens’ business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. © 2024 Robertson Stephens Wealth Management, LLC. All rights reserved. Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere.