San Francisco – Delaney

Our Offices San Francisco, CA – Delaney Team Contact US 455 Market Street Suite 1450 San Francisco, CA 94105 (415) 500-6810 X-twitter Instagram Facebook-f Linkedin-in Areas of Expertise Tax and Investment Planning Estate Planning Review Philanthropic Planning Life Planning Comprehensive Review of Insurance – Life, Disability and Personal lines Let’s Talk "*" indicates required fields […]

Kaylie Baird

Kaylie is a Client Service Consultant* for Robertson Stephens, dedicated to meeting clients’ needs with a strong emphasis on efficiency and delivering exceptional client experience. She supports Joe Delaney on all client service-related matters, ensuring each client’s experience reflects the care and attention they need. With four years of experience in the financial industry, Kaylie […]

Joe Delaney, RLP®

Joe is a Managing Director and Principal at Robertson Stephens. With over four decades of unwavering dedication to the financial industry, he has emerged as a seasoned veteran in the field of wealth management and financial planning. Joe’s journey from a Big 4 CPA to becoming the founder of Lifeguard Wealth, a registered investment advisor, […]