Sandhyaa Ram
Sandhyaa Ram is a Tax Associate at Robertson Stephens, where she plays a key role on the Holmdel, NJ Team. With 7 years of professional experience, she collaborates closely with Frankie Corrado, CFP®, RLP and Kevin Talty, CFP®, EA. Her expertise spans 4 years in US Tax Services, where she delivers comprehensive support across individual (Form 1040), partnership (Form 1065), […]
Holmdel, NJ
Our Offices Holmdel, NJ Contact US 101 Crawfords Corner Road, Suite 1-127Holmdel, NJ 07733 (732) 333-8160 X-twitter Instagram Facebook-f Linkedin-in Areas of Expertise Integrated tax & estate planning strategies & compliance Multi-generational advisory and family dynamics Behavioral Investing aligned with goals Lifestyle impact of “sudden money” events Life Planning and Coaching: Life Design Let’s Talk […]
Kevin Talty, CFP®, EA
Kevin is a Managing Director at Robertson Stephens where he provides financial life guidance alongside the rest of the Holmdel, NJ team. Kevin has been insatiably curious about people and their stories since studying and living in Europe for a year during his undergraduate program. With curiosity and the calling to help people, he pursued […]
David Ebbins
David is a Vice President at Robertson Stephens. David is responsible for the delivery and execution of important information, strategies, technology, and client services, working alongside Frank Corrado, CPA, CFP®, RLP, Frankie Corrado, CFP®, RLP, and Kevin Talty, CFP®, EA. David is a seasoned organizational leader and manager, with a background in instructional technology and […]
Frankie Corrado, CFP®, RLP®
Frankie is a Principal and Managing Director at Robertson Stephens. Alongside his father, Frank Corrado, CPA, CFP®, RLP® and Kevin Talty, CFP®, EA, Frankie guides clients towards peace of mind and the freedom that comes from financial security in a comprehensive plan. As a Certified Financial Planner™, Frankie combines his technical finance experience with authentic […]
Frank Corrado, CPA, CFP®, RLP®
Frank is a Principal and Managing Director at Robertson Stephens. Together with his son Frankie Corrado, CFP®, RLP and Kevin Talty, CFP®, EA provides comprehensive financial life guidance to individuals, families and business entrepreneurs. Frank has more than 15 years of experience advising clients on a broad range of personal finance opportunities including cash management, […]