Starting Over
Let’s face it: change is hard. But since the one thing you can always count on is change, we may as well face the reality that we don’t know what lies ahead! As a financial life guide, my mission is to help people live their optimal lives. Focus on the word “optimal.” It is purposefully […]
Robertson Stephens Continues National Expansion with New Southern California Presence
Wealth manager Karen McClintock joins to establish Pasadena office San Francisco, Calif.—December 8, 2021—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) continues to grow its national footprint, opening an office in Pasadena, CA. Wealth manager, Karen McClintock, joins as Managing Director and Principal, bringing over $160 million in advisory assets. Karen specializes in investment management, philanthropic […]
Meeting The Challenge Of Rising Client Expectations By Offering The Best Of Both Worlds with Raj Bhattacharyya
As published in Private Wealth December 6, 2021 – Raj Bhattacharyya is the CEO of Robertson Stephens and has over 28 years of experience in the financial services industry. He worked at Deutsche Bank in New York and London for 17 years in various senior roles. He ran their Foreign Exchange and Emerging Markets businesses in the […]
The Gifts That Keep Giving
December 1, 2021 – The holiday season is one of joy, a time that should allow us to reflect on what is good in our lives. For most, our family and friends immediately come to mind. There are also those less fortunate than us who should be considered for a share of what we are […]
Here’s why millions of affluent investors can relax about the tax bill
November 30, 2021 – Mallon FitzPatrick, CFP® recently spoke with Lynnley Browning at Financial Planning to share his thoughts on “why millions of affluent investors can relax about the tax bill.” He states, “compared to where we were and what we were planning for and setting expectations, we’re in a much better place.” Read the full piece here: https://bit.ly/3xGpHLi
Robertson Stephens Continues to Expand Bay Area Presence
Wealth manager Keith Larkin joins San Francisco office San Francisco, Calif.—Nov 30, 2021—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) continues to add new advisors to the firm, welcoming wealth manager, Keith Larkin. Keith joins as Managing Director and Principal, bringing significant wealth planning and banking experience. He will be joining the firm’s San Francisco office. […]
Be Optimistic, Achieve Optimal
November 24, 2021 – As a noun, an optimist is a person who expects favorable outcomes. They are hopeful and confident about their future success. They see the glass as half full. As an adjective, optimal is the best, most favorable, or desirable outcome given a set of circumstances. We should all strive for our […]
Robertson Stephens Adds New Bay Area-Based Advisor
Wealth manager Moira Amado-McCoy, Ph.D. joins San Francisco office San Francisco, Calif.—November 19, 2021—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) continues to add new advisors to the firm, welcoming wealth manager, Moira Amado-McCoy, Ph.D. Moira joins as Managing Director and Principal, bringing significant wealth planning experience. She will be joining the firm’s San Francisco office. […]
How To Teach Your Kids Good Money Habits
November 17, 2021 – In my experience as a financial life guide, there are two priorities in most clients’ lives that attract significant focus, both in time and money: children and pets. Sometimes, they are indistinguishable! However, a parent’s obligation to nurture and prepare their children for life is unique and a responsibility not to […]
Behavioral finance can help advisors guide clients to better decisions, experts say
November 15, 2021 – Mallon FitzPatrick, CFP® took part in a dynamic conversation around Behavioral Finance at the Financial Planning Invest Connect event. Mallon commented, “You can’t always change behavior. If you think that it will negatively impact their plan, what you can do is understand where those clients are coming from, help assess, work together to assess their […]
The Health Savings Account (HSAs) – A Planning Home Run?
November 10, 2021 – What if I told you I had a planning strategy, that would: Address one of life’s major stressors, Avoid the taxman, Help your adult children, and Provide for elder care costs Hopefully you would say, “Sign Me Up”! I would like to introduce you to the Health Savings Account, the ‘HSA.” […]
Time for Holiday Cheer And … Year-End Planning
By Mallon FitzPatrick November 8, 2021 – There is little you can do to quash unwanted tax proposals or quell turbulent market events, but you can take steps to ensure your wealth is fortified against these external forces, synched up to major life events, and primed for growth in the new year. It’s time again […]