Managing Director, Principal
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, is a testament to his enduring commitment to helping individuals and families secure their financial futures. At Robertson Stephens, Joe brings with him not only a wealth of knowledge and experience but also a steadfast commitment to excellence in serving the financial needs of his clients. His journey is a testament to his enduring passion for helping individuals and families achieve financial security and prosperity. Joe’s dedication to the well-being of his clients extends beyond financial matters. He is a Registered Life Planner®, acknowledging the profound impact of life’s personal and emotional aspects on financial decisions. By integrating life planning into our services, Joe ensures that his clients’ financial strategies align with their unique values, goals, and aspirations.
Prior to joining Robertson Stephens, Joe founded Lifeguard Wealth. As the founder of Lifeguard Wealth, Joe established a firm committed to safeguarding and enhancing the financial well-being of their clients. Lifeguard Wealth has been a beacon of financial security, guiding individuals and families toward their financial goals with a personalized and holistic approach. Their focus on comprehensive financial planning, investment management, and risk mitigation has helped clients navigate the ever-changing financial landscape. Having spent a decade in institutional real estate, Joe gained invaluable insights into the complexities of real estate investments. This experience enables him to provide comprehensive financial advice to his clients, incorporating real estate strategies to further diversify their portfolios. Joe began his career with a solid foundation as a Certified Public Accountant (CPA) at one of the prestigious Big 4 firms, where he honed his skills in financial analysis, taxation, and audit. This invaluable experience equipped him with a keen eye for detail and a deep understanding of the financial intricacies that underpin successful wealth management.
Joe holds an MBA in Finance from UCLA Anderson and a bachelor’s degree in economics from Stanford University, where he was also a member of the water polo team. Joe is also involved in several non-profit organizations in Marin County and his alma mater, Stanford University. Additionally, Joe has had the privilege of leading San Francisco’s chapter of ProVisor’s SF1 Group since 2006. ProVisors is a nationally renowned networking group comprising dedicated advisors committed to serving their clients with the utmost professionalism and expertise. Their collaborative approach allows them to tap into a wealth of knowledge and resources, ultimately benefiting their clients. Joe is an avid competitive master swimmer and pickle ball enthusiast. He also enjoys mountain biking, cycling and yoga as well as spending quality time with his two adult children.
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